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
251
$90.1K 0.02%
+831
252
$88.7K 0.02%
+1,247
253
$85.4K 0.02%
+171
254
$82.5K 0.02%
+170
255
$81K 0.02%
+2,522
256
$79.6K 0.02%
+1,268
257
$79.1K 0.02%
+276
258
$78.2K 0.02%
+356
259
$77.2K 0.02%
+324
260
$76.5K 0.02%
+692
261
$75.9K 0.02%
+990
262
$75.6K 0.02%
+965
263
$74.4K 0.02%
+1,608
264
$73.9K 0.02%
+124
265
$73.3K 0.02%
+550
266
$72.3K 0.02%
+1,513
267
$70K 0.02%
+123
268
$69.8K 0.02%
+156
269
$69.5K 0.02%
1,644
-5,721
270
$68.7K 0.02%
+524
271
$67.6K 0.02%
+330
272
$67K 0.02%
+2,630
273
$66.2K 0.02%
+2,879
274
$63.4K 0.02%
+514
275
$62.9K 0.02%
+65
9 10
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