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
301
$63K 0.04%
+2,125
302
$63K 0.04%
+490
303
$63K 0.04%
5,412
-14,898
304
$62K 0.04%
+927
305
$62K 0.04%
+1,550
306
$62K 0.04%
+1,520
307
$60K 0.04%
+750
308
$60K 0.04%
+765
309
$60K 0.04%
+965
310
$60K 0.04%
+450
311
$59K 0.04%
+545
312
$59K 0.04%
+2,643
313
$59K 0.04%
+1,460
314
$59K 0.04%
+505
315
$59K 0.04%
+2,380
316
$58K 0.03%
+1,280
317
$58K 0.03%
+1,029
318
$58K 0.03%
+915
319
$57K 0.03%
+375
320
$57K 0.03%
+3,000
321
$57K 0.03%
+1,885
322
$57K 0.03%
+1,032
323
$57K 0.03%
10,326
-32
324
$57K 0.03%
+1,585
325
$56K 0.03%
+572
11 12
13
14 15