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
376
$32.1K 0.01%
+194
377
$32K 0.01%
+197
378
$31.9K 0.01%
+239
379
$31.3K 0.01%
+586
380
$30.9K 0.01%
+463
381
$30.8K 0.01%
+420
382
$30.8K 0.01%
+459
383
$30.6K 0.01%
+421
384
$30.5K 0.01%
+309
385
$30.3K 0.01%
+930
386
$30.2K 0.01%
+209
387
$30.2K 0.01%
+200
388
$30.1K 0.01%
+175
389
$30K 0.01%
+158
390
$29.6K 0.01%
+181
391
$29.5K 0.01%
+96
392
$29.3K 0.01%
+410
393
$29.3K 0.01%
+2,699
394
$29.1K 0.01%
+211
395
$29.1K 0.01%
+259
396
$28.8K 0.01%
+299
397
$28.8K 0.01%
+610
398
$28.7K 0.01%
+215
399
$28.7K 0.01%
+15
400
$28.5K 0.01%
+124
14 15
16
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