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
$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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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%
+187
452
$30K 0.02%
+122
453
$30K 0.02%
+860
454
$30K 0.02%
+303
455
$30K 0.02%
+900
456
$30K 0.02%
+836
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%
+270
462
$28K 0.02%
+300
463
$28K 0.02%
+1,000
464
$28K 0.02%
+350
465
$28K 0.02%
+354
466
$28K 0.02%
+1,816
467
$27K 0.02%
+500
468
$27K 0.02%
+790
469
$27K 0.02%
+276
470
$27K 0.02%
+425
471
$27K 0.02%
+189
472
$27K 0.02%
+525
473
$27K 0.02%
+329
474
$27K 0.02%
+429
475
$27K 0.02%
+326
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