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
$252M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.45M
3
+$1.83M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.4M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

1
+$401K
2
+$306K
3
+$234K
4
PFE icon
Pfizer
PFE
+$212K
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$204K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 2.31%
3 Financials 1.81%
4 Utilities 1.13%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.14%
+6,935
77
$348K 0.14%
+3,203
78
$346K 0.14%
20,637
+2,215
79
$341K 0.14%
7,749
+412
80
$333K 0.13%
+3,574
81
$331K 0.13%
2,262
+208
82
$331K 0.13%
+3,932
83
$330K 0.13%
2,210
84
$328K 0.13%
5,532
+313
85
$326K 0.13%
3,088
-175
86
$323K 0.13%
1,903
+41
87
$323K 0.13%
+554
88
$315K 0.13%
529
+4
89
$313K 0.12%
1,055
+294
90
$311K 0.12%
1,668
91
$303K 0.12%
1,422
92
$300K 0.12%
+5,834
93
$300K 0.12%
2,868
+678
94
$292K 0.12%
1,765
95
$276K 0.11%
+9,651
96
$274K 0.11%
928
+195
97
$272K 0.11%
5,320
98
$271K 0.11%
1,672
+12
99
$270K 0.11%
3,654
+20
100
$267K 0.11%
2,759
+115
1 2 3
4
5