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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
$627M
AUM Growth
+$78.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$45M
2
+$27.5M
3
+$27M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$18.6M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.65M

Top Sells

1
+$27.3M
2
+$16.8M
3
+$2.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$483K
5
LNT icon
Alliant Energy
LNT
+$428K

Sector Composition

1 Technology 5.36%
2 Communication Services 1.5%
3 Financials 1.45%
4 Consumer Discretionary 1.28%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
101
Palantir
PLTR
$310B
$567K 0.09%
3,875
+165
MCD icon
102
McDonald's
MCD
$199B
$563K 0.09%
1,811
+301
ABBV icon
103
AbbVie
ABBV
$383B
$556K 0.09%
2,559
+742
VXUS icon
104
Vanguard Total International Stock ETF
VXUS
$155B
$553K 0.09%
7,175
+666
FHEQ icon
105
Fidelity Hedged Equity ETF
FHEQ
$869M
$547K 0.09%
18,588
+2,914
CSHI icon
106
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.33B
$542K 0.09%
10,894
-1,037
IGV icon
107
iShares Expanded Tech-Software Sector ETF
IGV
$14B
$541K 0.09%
6,763
-164
HD icon
108
Home Depot
HD
$335B
$532K 0.08%
1,617
+192
ORCL icon
109
Oracle
ORCL
$537B
$525K 0.08%
3,569
+192
SUB icon
110
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$518K 0.08%
4,867
+462
XMHQ icon
111
Invesco S&P MidCap Quality ETF
XMHQ
$5.34B
$515K 0.08%
4,982
+942
FESM icon
112
Fidelity Enhanced Small Cap Core ETF
FESM
$5.47B
$511K 0.08%
13,445
-64
KLAC icon
113
KLA
KLAC
$339B
$498K 0.08%
338
+1
T icon
114
AT&T
T
$155B
$494K 0.08%
17,054
+779
ISCG icon
115
iShares Morningstar Small-Cap Growth ETF
ISCG
$978M
$493K 0.08%
8,996
+973
CSCO icon
116
Cisco
CSCO
$469B
$492K 0.08%
6,346
+934
NEE icon
117
NextEra Energy
NEE
$182B
$492K 0.08%
5,293
-53
OUSA icon
118
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$727M
$490K 0.08%
8,808
+3,542
SCHX icon
119
Schwab US Large- Cap ETF
SCHX
$72B
$487K 0.08%
18,984
+9,901
XAR icon
120
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.37B
$480K 0.08%
1,891
+1,019
CMI icon
121
Cummins
CMI
$100B
$473K 0.08%
879
+59
ISCV icon
122
iShares Morningstar Small-Cap Value ETF
ISCV
$667M
$463K 0.07%
6,656
+800
FELC icon
123
Fidelity Enhanced Large Cap Core ETF
FELC
$7.92B
$461K 0.07%
12,711
+1,389
SDY icon
124
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$457K 0.07%
3,132
+181
GEV icon
125
GE Vernova
GEV
$296B
$451K 0.07%
517
+28
3 4
5
6 7