MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $334M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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%
+636
379
$45K 0.03%
+442
380
$45K 0.03%
+1,301
381
$45K 0.03%
+983
382
$45K 0.03%
+783
383
$45K 0.03%
+334
384
$45K 0.03%
+867
385
$45K 0.03%
+245
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%
+1,590
391
$42K 0.03%
+1,845
392
$42K 0.03%
+1,640
393
$42K 0.03%
+4,000
394
$42K 0.03%
+1,520
395
$41K 0.02%
+540
396
$41K 0.02%
+1,200
397
$41K 0.02%
+885
398
$41K 0.02%
+219
399
$41K 0.02%
+1,145
400
$40K 0.02%
+1,880
14 15
16
17 18