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
401
$40K 0.02%
+366
402
$40K 0.02%
+1,806
403
$40K 0.02%
+1,880
404
$40K 0.02%
+966
405
$40K 0.02%
+400
406
$39K 0.02%
+1,500
407
$39K 0.02%
+569
408
$39K 0.02%
+234
409
$38K 0.02%
+1,499
410
$38K 0.02%
+1,520
411
$38K 0.02%
+800
412
$38K 0.02%
+1,465
413
$38K 0.02%
+2,500
414
$37K 0.02%
+500
415
$37K 0.02%
+237
416
$37K 0.02%
+439
417
$37K 0.02%
+890
418
$37K 0.02%
+890
419
$36K 0.02%
+1,625
420
$36K 0.02%
+1,303
421
$36K 0.02%
+540
422
$36K 0.02%
+193
423
$36K 0.02%
+1,300
424
$36K 0.02%
+570
425
$35K 0.02%
+2,780
15 16
17
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