MWP

Madison Wealth Partners Portfolio holdings

AUM $627M
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.8M
3
+$1.91M
4
UBND icon
Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
+$1.44M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.08M

Top Sells

1
+$2.38M
2
+$1.17M
3
+$1.14M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$379K
5
DAL icon
Delta Air Lines
DAL
+$273K

Sector Composition

1 Technology 5.88%
2 Consumer Discretionary 1.5%
3 Communication Services 1.35%
4 Financials 1.35%
5 Utilities 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$722K 0.14%
8,983
+367
77
$711K 0.14%
3,408
+14
78
$670K 0.13%
13,477
-48
79
$632K 0.12%
2,843
-110
80
$603K 0.12%
790
+9
81
$590K 0.12%
40,870
+1,335
82
$588K 0.12%
2,169
+4
83
$554K 0.11%
3,035
-100
84
$542K 0.11%
7,594
+3
85
$541K 0.11%
5,066
+372
86
$529K 0.1%
2,186
+64
87
$528K 0.1%
19,332
-7,060
88
$493K 0.1%
11,638
+409
89
$486K 0.1%
1,913
-26
90
$481K 0.1%
1,718
91
$479K 0.09%
2,570
-12
92
$476K 0.09%
13,011
-2,079
93
$470K 0.09%
4,171
+1
94
$469K 0.09%
19,135
+40
95
$446K 0.09%
2,405
+1
96
$444K 0.09%
9,948
+14
97
$439K 0.09%
2,144
+2
98
$437K 0.09%
15,486
+17
99
$435K 0.09%
8,014
+646
100
$412K 0.08%
863
2 3
4
5 6