MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.03%
+1,195
227
$111K 0.03%
+4,688
228
$110K 0.03%
+538
229
$110K 0.03%
+1,722
230
$109K 0.03%
+6,315
231
$108K 0.03%
+1,661
232
$107K 0.03%
+865
233
$105K 0.03%
+886
234
$105K 0.03%
+1,315
235
$105K 0.03%
+650
236
$104K 0.03%
+369
237
$103K 0.03%
+603
238
$101K 0.03%
+4,504
239
$100K 0.03%
+647
240
$98.5K 0.03%
+792
241
$98K 0.03%
+2,194
242
$98K 0.03%
4,581
-39,871
243
$97.3K 0.03%
+830
244
$95.8K 0.03%
+3,040
245
$95.5K 0.03%
+1,370
246
$95.1K 0.03%
+443
247
$95K 0.03%
+2,060
248
$94.7K 0.03%
+2,591
249
$93.3K 0.03%
+1,494
250
$92.3K 0.02%
121
-216
8 9
10
11 12