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
251
$90K 0.05%
+2,233
252
$90K 0.05%
+1,680
253
$90K 0.05%
+1,496
254
$88K 0.05%
+2,280
255
$88K 0.05%
+635
256
$88K 0.05%
+1,300
257
$87K 0.05%
+2,028
258
$87K 0.05%
+132
259
$86K 0.05%
+2,600
260
$85K 0.05%
+1,774
261
$84K 0.05%
+968
262
$84K 0.05%
+855
263
$83K 0.05%
+1,181
264
$83K 0.05%
+2,244
265
$82K 0.05%
+5,559
266
$82K 0.05%
+70
267
$82K 0.05%
+3,930
268
$81K 0.05%
+1,315
269
$80K 0.05%
+3,180
270
$79K 0.05%
+800
271
$78K 0.05%
+1,540
272
$77K 0.05%
+1,000
273
$77K 0.05%
+4,032
274
$76K 0.05%
+1,180
275
$75K 0.05%
+653
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