MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
376
$46K 0.03%
+1,415
377
$46K 0.03%
+400
378
$45K 0.03%
+442
379
$45K 0.03%
+1,301
380
$45K 0.03%
+983
381
$45K 0.03%
+783
382
$45K 0.03%
+867
383
$45K 0.03%
+245
384
$45K 0.03%
+636
385
$45K 0.03%
+334
386
$44K 0.03%
+915
387
$44K 0.03%
+337
388
$44K 0.03%
+1,238
389
$43K 0.03%
+1,518
390
$42K 0.03%
+4,000
391
$42K 0.03%
+1,520
392
$42K 0.03%
+1,590
393
$42K 0.03%
+1,845
394
$42K 0.03%
+1,640
395
$41K 0.02%
+540
396
$41K 0.02%
+885
397
$41K 0.02%
+219
398
$41K 0.02%
+1,145
399
$41K 0.02%
+1,200
400
$40K 0.02%
+1,880
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