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
151
$245K 0.05%
+399
152
$239K 0.05%
8,557
-27
153
$238K 0.05%
1,234
154
$237K 0.05%
+1,425
155
$236K 0.05%
+1,021
156
$230K 0.05%
4,207
-62
157
$228K 0.05%
909
+2
158
$227K 0.05%
+3,057
159
$226K 0.04%
4,477
-92
160
$225K 0.04%
798
161
$225K 0.04%
1,389
+4
162
$224K 0.04%
1,087
+15
163
$224K 0.04%
+1,341
164
$224K 0.04%
3,749
-64
165
$222K 0.04%
2,734
-542
166
$219K 0.04%
+1,024
167
$217K 0.04%
9,804
168
$215K 0.04%
653
+31
169
$215K 0.04%
3,745
170
$214K 0.04%
1,867
171
$213K 0.04%
+1,122
172
$212K 0.04%
3,129
-247
173
$211K 0.04%
4,524
+168
174
$210K 0.04%
5,397
-2,014
175
$205K 0.04%
+1,055
4 5 6
7
8