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
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%
+1,500
407
$39K 0.02%
+569
408
$39K 0.02%
+234
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%
+237
415
$37K 0.02%
+439
416
$37K 0.02%
+890
417
$37K 0.02%
+890
418
$37K 0.02%
+500
419
$36K 0.02%
+193
420
$36K 0.02%
+1,300
421
$36K 0.02%
+1,625
422
$36K 0.02%
+1,303
423
$36K 0.02%
+540
424
$36K 0.02%
+570
425
$35K 0.02%
+2,780
15 16
17
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