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
326
$56K 0.03%
+727
327
$56K 0.03%
+162
328
$56K 0.03%
+2,668
329
$56K 0.03%
+2,612
330
$56K 0.03%
+330
331
$55K 0.03%
+1,600
332
$55K 0.03%
1,092
333
$55K 0.03%
+1,693
334
$55K 0.03%
+897
335
$55K 0.03%
+2,280
336
$55K 0.03%
+842
337
$55K 0.03%
+710
338
$55K 0.03%
+2,371
339
$54K 0.03%
+600
340
$54K 0.03%
+1,125
341
$54K 0.03%
+1,645
342
$54K 0.03%
+1,142
343
$54K 0.03%
+600
344
$53K 0.03%
+3,015
345
$52K 0.03%
+5,365
346
$52K 0.03%
+935
347
$51K 0.03%
+395
348
$51K 0.03%
+1,545
349
$51K 0.03%
+560
350
$50K 0.03%
+1,144