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 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
401
$28.5K 0.01%
+398
402
$28.2K 0.01%
+586
403
$28.1K 0.01%
+142
404
$27.9K 0.01%
+56
405
$27.6K 0.01%
+114
406
$27.6K 0.01%
+83
407
$27.5K 0.01%
+130
408
$27.4K 0.01%
+407
409
$27.3K 0.01%
+182
410
$26.9K 0.01%
+424
411
$26.9K 0.01%
+130
412
$26.8K 0.01%
+759
413
$26.7K 0.01%
+172
414
$26.5K 0.01%
+177
415
$26.4K 0.01%
+395
416
$26.2K 0.01%
+509
417
$26.2K 0.01%
+866
418
$26.2K 0.01%
+149
419
$26.2K 0.01%
+369
420
$26.1K 0.01%
+360
421
$26.1K 0.01%
+74
422
$26K 0.01%
+112
423
$25.7K 0.01%
+335
424
$25.6K 0.01%
2,581
-8,142
425
$25.6K 0.01%
+970