MWP
Madison Wealth Partners Portfolio holdings
AUM
$458M
This Quarter Return
+8.45%
1 Year Return
+13.6%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$276M
AUM Growth
+$276M
(+9.6%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
4.93%
Top 10 Holdings %
Top 10 Hldgs %
63%
Holding
126
New
9
Increased
46
Reduced
45
Closed
2
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.9M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.08M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$863K |
| 4 |
Microsoft
MSFT
|
$634K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$501K |
Top Sells
Sector Composition
| 1 | Technology | 5.69% |
| 2 | Consumer Discretionary | 2.2% |
| 3 | Financials | 1.8% |
| 4 | Communication Services | 1.27% |
| 5 | Utilities | 1.12% |
