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
351
$35K 0.01%
+425
352
$35K 0.01%
+779
353
$34.9K 0.01%
+295
354
$34.8K 0.01%
+181
355
$34.8K 0.01%
+288
356
$34.5K 0.01%
+148
357
$34.5K 0.01%
+419
358
$34.4K 0.01%
+260
359
$34.4K 0.01%
+260
360
$34.2K 0.01%
+241
361
$34K 0.01%
+1,334
362
$33.9K 0.01%
+935
363
$33.6K 0.01%
+693
364
$33.6K 0.01%
+663
365
$33.5K 0.01%
+627
366
$33.2K 0.01%
+259
367
$33.2K 0.01%
+231
368
$33K 0.01%
+767
369
$32.9K 0.01%
+1,082
370
$32.8K 0.01%
+235
371
$32.7K 0.01%
+76
372
$32.7K 0.01%
+1,135
373
$32.6K 0.01%
+482
374
$32.6K 0.01%
+196
375
$32.2K 0.01%
+579
13 14
15
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