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
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Sells

1 +$938K
2 +$878K
3 +$853K
4
ALSN icon
Allison Transmission
ALSN
+$671K
5
UNM icon
Unum
UNM
+$521K

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
EXPD icon
451
Expeditors International
EXPD
$19.8B
$22.7K 0.01%
+185
MOG.A icon
452
Moog Inc Class A
MOG.A
$7.44B
$22.6K 0.01%
+109
QSR icon
453
Restaurant Brands International
QSR
$24.9B
$22.4K 0.01%
+350
RSPH icon
454
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$757M
$22.4K 0.01%
+762
SPTM icon
455
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$22.3K 0.01%
+276
ALLE icon
456
Allegion
ALLE
$14.1B
$22.2K 0.01%
+125
SLB icon
457
SLB Ltd
SLB
$56.1B
$22K 0.01%
+640
DIS icon
458
Walt Disney
DIS
$189B
$21.9K 0.01%
+191
SSD icon
459
Simpson Manufacturing
SSD
$7.08B
$21.8K 0.01%
+130
CWST icon
460
Casella Waste Systems
CWST
$6.08B
$21.7K 0.01%
+229
KBR icon
461
KBR
KBR
$5.56B
$21.7K 0.01%
+458
CHRD icon
462
Chord Energy
CHRD
$5.45B
$21.5K 0.01%
+216
ECL icon
463
Ecolab
ECL
$74.9B
$21.4K 0.01%
+78
CHE icon
464
Chemed
CHE
$6.08B
$21K 0.01%
+47
CME icon
465
CME Group
CME
$98.9B
$20.8K 0.01%
+77
GEHC icon
466
GE HealthCare
GEHC
$38.1B
$20.7K 0.01%
+275
SGOV icon
467
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$20.6K 0.01%
+205
ETN icon
468
Eaton
ETN
$130B
$20.6K 0.01%
+55
GVI icon
469
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
$20.5K 0.01%
+191
SLQD icon
470
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$20.5K 0.01%
+403
TMUS icon
471
T-Mobile US
TMUS
$233B
$20.3K 0.01%
+85
GS icon
472
Goldman Sachs
GS
$251B
$19.9K 0.01%
+25
HUBG icon
473
HUB Group
HUBG
$2.44B
$19.7K 0.01%
+572
NBIX icon
474
Neurocrine Biosciences
NBIX
$15.2B
$19.7K 0.01%
+140
CPAY icon
475
Corpay
CPAY
$21B
$19.6K 0.01%
+68