MWP

Madison Wealth Partners Portfolio holdings

AUM $548M
1-Year Est. Return 16.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$3.19M
3
+$1.45M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$781K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$639K

Top Sells

1
+$603K
2
+$278K
3
+$239K
4
TSLA icon
Tesla
TSLA
+$235K
5
MPC icon
Marathon Petroleum
MPC
+$225K

Sector Composition

1 Technology 6.58%
2 Consumer Discretionary 2.13%
3 Financials 1.94%
4 Communication Services 1.33%
5 Utilities 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.07%
5,577
+29
127
$267K 0.07%
7,263
128
$260K 0.07%
3,813
129
$254K 0.07%
1,029
+17
130
$252K 0.07%
4,753
+3
131
$252K 0.07%
2,600
-150
132
$251K 0.07%
+3,392
133
$241K 0.07%
5,715
134
$239K 0.07%
3,155
-1
135
$236K 0.07%
1,821
136
$235K 0.07%
3,278
+88
137
$231K 0.06%
4,117
+130
138
$231K 0.06%
+4,550
139
$230K 0.06%
+2,580
140
$228K 0.06%
9,857
-58
141
$228K 0.06%
6,185
142
$227K 0.06%
5,029
+450
143
$225K 0.06%
505
+6
144
$224K 0.06%
3,305
-804
145
$211K 0.06%
4,013
146
$207K 0.06%
329
+1
147
$202K 0.06%
+5,268
148
$201K 0.06%
+1,805
149
$181K 0.05%
10,372
150
$127K 0.04%
+19,254
3 4 5
6
7