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
301
$63K 0.04%
5,412
-14,898
302
$63K 0.04%
+2,125
303
$63K 0.04%
+3,566
304
$62K 0.04%
+927
305
$62K 0.04%
+1,550
306
$62K 0.04%
+1,520
307
$60K 0.04%
+765
308
$60K 0.04%
+965
309
$60K 0.04%
+450
310
$60K 0.04%
+750
311
$59K 0.04%
+545
312
$59K 0.04%
+1,460
313
$59K 0.04%
+505
314
$59K 0.04%
+2,380
315
$59K 0.04%
+2,643
316
$58K 0.03%
+1,280
317
$58K 0.03%
+1,029
318
$58K 0.03%
+915
319
$57K 0.03%
+1,885
320
$57K 0.03%
+1,032
321
$57K 0.03%
10,326
-32
322
$57K 0.03%
+375
323
$57K 0.03%
+1,585
324
$57K 0.03%
+3,000
325
$56K 0.03%
+572
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