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
$73.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.5M
3
+$6.72M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.25M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.29M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 3.39%
2 Healthcare 3.33%
3 Utilities 3.2%
4 Consumer Staples 1.19%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$551K 0.75%
+5,815
27
$491K 0.67%
+8,035
28
$453K 0.62%
+11,760
29
$452K 0.62%
+7,650
30
$445K 0.61%
+5,308
31
$438K 0.6%
+2,796
32
$404K 0.55%
+7,270
33
$390K 0.53%
+3,317
34
$365K 0.5%
+4,375
35
$326K 0.45%
+3,980
36
$275K 0.38%
+1
37
$264K 0.36%
+2,974
38
$217K 0.3%
+1,185
39
$210K 0.29%
+8,726
40
$210K 0.29%
+3,253
41
$145K 0.2%
+1,174
42
$142K 0.19%
+880
43
$136K 0.19%
+1,829
44
$91K 0.12%
+2,025
1
2