MWP
Madison Wealth Partners Portfolio holdings
AUM
$458M
1-Year Est. Return
13.6%
1 Year Est. Return
+13.6%
AUM
$458M
AUM Growth
+$53.1M
(+13%)
Holding
178
Top Buys
| 1 | +$3.21M | |
| 2 | +$2.7M | |
| 3 | +$1.63M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$1.51M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.19M |
Top Sells
| 1 | +$718K | |
| 2 | +$634K | |
| 3 | +$476K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$408K |
| 5 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$403K |
Sector Composition
| 1 | Technology | 5.6% |
| 2 | Financials | 1.57% |
| 3 | Consumer Discretionary | 1.51% |
| 4 | Communication Services | 1.29% |
| 5 | Utilities | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Nike
NKE
$95.9B
| – | – |
-3,155
|
|
||
177
iShares MSCI USA Quality Factor ETF
QUAL
$54B
| – | – |
-1,291
|
|
||
178
Vanguard Real Estate ETF
VNQ
$33.3B
| – | – |
-3,857
|
|