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
$276M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$328K
2 +$303K
3 +$263K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$259K
5
UPS icon
United Parcel Service
UPS
+$202K

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 2.2%
3 Financials 1.8%
4 Communication Services 1.27%
5 Utilities 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,286