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
276
$62.2K 0.02%
+110
277
$61.9K 0.02%
+274
278
$61.6K 0.02%
+300
279
$61.4K 0.02%
+2,736
280
$61.3K 0.02%
+594
281
$61K 0.02%
+340
282
$60.8K 0.02%
+507
283
$60.1K 0.02%
+294
284
$58.1K 0.02%
+308
285
$57.8K 0.02%
+575
286
$57.1K 0.02%
+163
287
$56.5K 0.02%
+196
288
$55.9K 0.02%
+2,417
289
$55.7K 0.02%
442
-1,558
290
$54.6K 0.01%
+140
291
$54.4K 0.01%
+600
292
$53.9K 0.01%
+660
293
$53.7K 0.01%
+937
294
$53K 0.01%
+307
295
$52.7K 0.01%
+136
296
$52.5K 0.01%
+1,336
297
$51.4K 0.01%
+857
298
$51.1K 0.01%
+944
299
$50.8K 0.01%
+2,497
300
$50.7K 0.01%
+513
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