MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
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
+$653K
2
+$551K
3
+$509K
4
AMZN icon
Amazon
AMZN
+$414K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$400K

Top Sells

1
+$253K
2
+$230K
3
+$202K
4
LEA icon
Lear
LEA
+$173K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$169K

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%
+860
452
$30K 0.02%
+303
453
$30K 0.02%
+900
454
$30K 0.02%
+836
455
$30K 0.02%
+1,000
456
$30K 0.02%
+187
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%
+1,816
462
$28K 0.02%
+300
463
$28K 0.02%
+1,000
464
$28K 0.02%
+354
465
$28K 0.02%
+350
466
$28K 0.02%
+270
467
$27K 0.02%
+189
468
$27K 0.02%
+500
469
$27K 0.02%
+790
470
$27K 0.02%
+276
471
$27K 0.02%
+310
472
$27K 0.02%
+1,585
473
$27K 0.02%
+326
474
$27K 0.02%
+429
475
$27K 0.02%
+329
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