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
$153M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$365K
2 +$300K
3 +$261K
4
ORCL icon
Oracle
ORCL
+$222K
5
VZ icon
Verizon
VZ
+$220K

Sector Composition

1 Technology 4.13%
2 Utilities 1.94%
3 Consumer Discretionary 1.51%
4 Healthcare 1.34%
5 Financials 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,788
77
-7,196
78
-4,339