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 Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

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
451
$22.7K 0.01%
+185
452
$22.6K 0.01%
+109
453
$22.4K 0.01%
+350
454
$22.4K 0.01%
+762
455
$22.3K 0.01%
+276
456
$22.2K 0.01%
+125
457
$22K 0.01%
+640
458
$21.9K 0.01%
+191
459
$21.8K 0.01%
+130
460
$21.7K 0.01%
+229
461
$21.7K 0.01%
+458
462
$21.5K 0.01%
+216
463
$21.4K 0.01%
+78
464
$21K 0.01%
+47
465
$20.8K 0.01%
+77
466
$20.7K 0.01%
+275
467
$20.6K 0.01%
+205
468
$20.6K 0.01%
+55
469
$20.5K 0.01%
+191
470
$20.5K 0.01%
+403
471
$20.3K 0.01%
+85
472
$19.9K 0.01%
+25
473
$19.7K 0.01%
+572
474
$19.7K 0.01%
+140
475
$19.6K 0.01%
+68
17 18
19
20 21