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
301
$48.8K 0.01%
+158
302
$48.8K 0.01%
+346
303
$48.7K 0.01%
+1,935
304
$48.2K 0.01%
+217
305
$47.9K 0.01%
+335
306
$46.4K 0.01%
+879
307
$46.2K 0.01%
+61
308
$45.9K 0.01%
+329
309
$45.8K 0.01%
+675
310
$45.7K 0.01%
+474
311
$45.3K 0.01%
+618
312
$45.1K 0.01%
+184
313
$44.9K 0.01%
+244
314
$44.9K 0.01%
+200
315
$44.7K 0.01%
+150
316
$44.5K 0.01%
+623
317
$44.4K 0.01%
+231
318
$43.7K 0.01%
+756
319
$43.4K 0.01%
+132
320
$42.7K 0.01%
+180
321
$42.6K 0.01%
+405
322
$42.5K 0.01%
+238
323
$42.5K 0.01%
+164
324
$42.4K 0.01%
+300
325
$41.9K 0.01%
+85
11 12
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