MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
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
+$653K
2
+$551K
3
+$509K
4
AMZN icon
Amazon
AMZN
+$414K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$400K

Top Sells

1
+$253K
2
+$230K
3
+$202K
4
LEA icon
Lear
LEA
+$173K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$169K

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
276
$74K 0.04%
+5,256
277
$74K 0.04%
+2,130
278
$72K 0.04%
+258
279
$71K 0.04%
+1,974
280
$71K 0.04%
+1,605
281
$71K 0.04%
+273
282
$71K 0.04%
+895
283
$71K 0.04%
+1,000
284
$69K 0.04%
+894
285
$67K 0.04%
+456
286
$67K 0.04%
+1,124
287
$67K 0.04%
+917
288
$67K 0.04%
+1,500
289
$66K 0.04%
+1,281
290
$66K 0.04%
+4,000
291
$66K 0.04%
+4,450
292
$66K 0.04%
+4,572
293
$65K 0.04%
+760
294
$65K 0.04%
+543
295
$64K 0.04%
+573
296
$64K 0.04%
+936
297
$64K 0.04%
+1,305
298
$63K 0.04%
+3,566
299
$63K 0.04%
+2,120
300
$63K 0.04%
+1,424
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