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
351
$50K 0.03%
+518
352
$50K 0.03%
+1,100
353
$50K 0.03%
+1,350
354
$50K 0.03%
+186
355
$50K 0.03%
+1,144
356
$50K 0.03%
+527
357
$49K 0.03%
+2,940
358
$49K 0.03%
+910
359
$49K 0.03%
+1,055
360
$49K 0.03%
+2,544
361
$49K 0.03%
+2,569
362
$48K 0.03%
+341
363
$48K 0.03%
+967
364
$48K 0.03%
+710
365
$48K 0.03%
+858
366
$48K 0.03%
+970
367
$47K 0.03%
+291
368
$47K 0.03%
+2,000
369
$47K 0.03%
+472
370
$47K 0.03%
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371
$47K 0.03%
+710
372
$47K 0.03%
+1,240
373
$47K 0.03%
+5,300
374
$46K 0.03%
+132
375
$46K 0.03%
+640
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