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
426
$34K 0.02%
+1,850
427
$34K 0.02%
+640
428
$34K 0.02%
+300
429
$34K 0.02%
+1,688
430
$34K 0.02%
+1,045
431
$33K 0.02%
+212
432
$33K 0.02%
+1,450
433
$33K 0.02%
+273
434
$33K 0.02%
+1,320
435
$33K 0.02%
+1,962
436
$33K 0.02%
+324
437
$32K 0.02%
+135
438
$32K 0.02%
+742
439
$32K 0.02%
+643
440
$32K 0.02%
+289
441
$32K 0.02%
+449
442
$32K 0.02%
+920
443
$31K 0.02%
+468
444
$31K 0.02%
+432
445
$31K 0.02%
+491
446
$31K 0.02%
+346
447
$31K 0.02%
+1,231
448
$31K 0.02%
+800
449
$30K 0.02%
+348
450
$30K 0.02%
+187