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
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%
+1,693
332
$55K 0.03%
+897
333
$55K 0.03%
+2,280
334
$55K 0.03%
+1,600
335
$55K 0.03%
1,092
336
$55K 0.03%
+842
337
$55K 0.03%
+710
338
$55K 0.03%
+2,371
339
$54K 0.03%
+1,125
340
$54K 0.03%
+1,645
341
$54K 0.03%
+1,142
342
$54K 0.03%
+600
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%
+331
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