MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $334M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$565K
3
+$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$408K

Top Sells

1
+$274K
2
+$253K
3
+$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$107K 0.06%
+2,844
227
$106K 0.06%
+4,740
228
$106K 0.06%
+1,619
229
$106K 0.06%
+1,387
230
$105K 0.06%
+1,688
231
$104K 0.06%
+259
232
$102K 0.06%
+1,008
233
$101K 0.06%
+3,131
234
$99K 0.06%
+407
235
$98K 0.06%
+935
236
$98K 0.06%
+2,109
237
$97K 0.06%
+1,895
238
$96K 0.06%
+3,305
239
$96K 0.06%
+14,000
240
$95K 0.06%
+1,216
241
$95K 0.06%
+1,132
242
$95K 0.06%
+2,244
243
$95K 0.06%
+3,535
244
$95K 0.06%
+1,500
245
$93K 0.06%
+1,896
246
$93K 0.06%
+1,636
247
$93K 0.06%
+434
248
$93K 0.06%
+383
249
$91K 0.05%
+428
250
$91K 0.05%
+925
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