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
401
$40K 0.02%
+966
402
$40K 0.02%
+1,271
403
$40K 0.02%
+400
404
$40K 0.02%
+366
405
$40K 0.02%
+1,806
406
$39K 0.02%
+569
407
$39K 0.02%
+234
408
$39K 0.02%
+1,500
409
$38K 0.02%
+800
410
$38K 0.02%
+1,465
411
$38K 0.02%
+2,500
412
$38K 0.02%
+1,499
413
$38K 0.02%
+1,520
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