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
276
$74K 0.04%
+5,256
277
$74K 0.04%
+2,130
278
$72K 0.04%
+258
279
$71K 0.04%
+1,605
280
$71K 0.04%
+273
281
$71K 0.04%
+895
282
$71K 0.04%
+1,974
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%
+1,305
296
$64K 0.04%
+573
297
$64K 0.04%
+936
298
$63K 0.04%
+490
299
$63K 0.04%
+2,120
300
$63K 0.04%
+1,424
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