MWP

Madison Wealth Partners Portfolio holdings

AUM $458M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.35M
3
+$869K
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$754K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$687K

Top Sells

1
+$3.12M
2
+$3.12M
3
+$582K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$567K
5
LNT icon
Alliant Energy
LNT
+$404K

Sector Composition

1 Technology 4.36%
2 Utilities 2.14%
3 Healthcare 1.36%
4 Consumer Discretionary 1.3%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
1,441
77
$7K ﹤0.01%
49,000
+17,000
78
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-2,202
79
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80
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-1,495
81
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-1,600
82
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-3,949
83
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-11,724
84
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85
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86
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87
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-997
88
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-4,825
89
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-7,001
90
– –
-995
1 2 3
4