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
126
$296K 0.06%
6,754
-241
127
$292K 0.06%
2,562
-29
128
$292K 0.06%
10,971
129
$289K 0.06%
7,541
130
$288K 0.06%
3,396
+26
131
$287K 0.06%
505
132
$286K 0.06%
5,625
+20
133
$285K 0.06%
3,911
-402
134
$283K 0.06%
3,148
-244
135
$281K 0.06%
5,570
-1,179
136
$279K 0.06%
1,987
+4
137
$276K 0.05%
795
138
$270K 0.05%
4,755
+1
139
$269K 0.05%
4,256
+1
140
$268K 0.05%
1,366
+1
141
$262K 0.05%
5,715
142
$259K 0.05%
+1,780
143
$259K 0.05%
9,827
+5
144
$257K 0.05%
9,570
145
$253K 0.05%
416
+2
146
$251K 0.05%
1,799
147
$251K 0.05%
6,319
148
$250K 0.05%
+1,497
149
$248K 0.05%
7,802
150
$246K 0.05%
5,099
+9
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6
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