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
426
$25.5K 0.01%
+106
427
$25.3K 0.01%
+258
428
$25.2K 0.01%
+474
429
$25K 0.01%
+328
430
$24.8K 0.01%
+256
431
$24.8K 0.01%
+115
432
$24.8K 0.01%
+78
433
$24.6K 0.01%
+337
434
$24.6K 0.01%
+850
435
$24.3K 0.01%
+592
436
$24.3K 0.01%
+206
437
$24.1K 0.01%
+700
438
$24K 0.01%
+699
439
$23.8K 0.01%
+187
440
$23.7K 0.01%
+261
441
$23.5K 0.01%
+135
442
$23.2K 0.01%
+682
443
$23.2K 0.01%
+100
444
$23.2K 0.01%
+109
445
$23K 0.01%
+57
446
$23K 0.01%
+802
447
$23K 0.01%
+125
448
$22.9K 0.01%
+251
449
$22.9K 0.01%
+218
450
$22.7K 0.01%
+144