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
451
$30K 0.02%
+122
452
$30K 0.02%
+860
453
$30K 0.02%
+303
454
$30K 0.02%
+900
455
$30K 0.02%
+836
456
$30K 0.02%
+1,000
457
$29K 0.02%
+491
458
$29K 0.02%
+855
459
$29K 0.02%
+416
460
$29K 0.02%
+1,050
461
$28K 0.02%
+1,211
462
$28K 0.02%
+300
463
$28K 0.02%
+1,000
464
$28K 0.02%
+270
465
$28K 0.02%
+354
466
$28K 0.02%
+350
467
$27K 0.02%
+500
468
$27K 0.02%
+790
469
$27K 0.02%
+276
470
$27K 0.02%
+310
471
$27K 0.02%
+1,585
472
$27K 0.02%
+326
473
$27K 0.02%
+429
474
$27K 0.02%
+329
475
$27K 0.02%
+525