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
326
$41.9K 0.01%
+519
327
$40.9K 0.01%
+1,676
328
$40.9K 0.01%
+483
329
$40.5K 0.01%
+2,176
330
$40.3K 0.01%
+126
331
$40.2K 0.01%
+427
332
$40.2K 0.01%
+67
333
$40K 0.01%
+821
334
$39.9K 0.01%
+298
335
$39.2K 0.01%
+490
336
$39.1K 0.01%
+319
337
$38.6K 0.01%
+163
338
$38.6K 0.01%
+271
339
$37.6K 0.01%
+766
340
$36.9K 0.01%
+736
341
$36.7K 0.01%
+103
342
$36.5K 0.01%
+1,566
343
$36.4K 0.01%
+435
344
$36.3K 0.01%
+224
345
$36.1K 0.01%
+212
346
$36K 0.01%
+734
347
$35.6K 0.01%
+669
348
$35.2K 0.01%
+620
349
$35.2K 0.01%
+188
350
$35.2K 0.01%
+303
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