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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.4M
3
+$8.16M
4
OEF icon
iShares S&P 100 ETF
OEF
+$7.98M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.34%
2 Healthcare 5.23%
3 Communication Services 4.58%
4 Consumer Discretionary 4.24%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$858K 0.7%
+7,052
27
$852K 0.69%
+18,402
28
$847K 0.69%
+17,058
29
$804K 0.65%
+25,250
30
$721K 0.59%
+9,241
31
$682K 0.56%
+7,139
32
$618K 0.5%
+22,184
33
$593K 0.48%
+5,257
34
$586K 0.48%
+10,867
35
$581K 0.47%
+2,980
36
$562K 0.46%
+3,013
37
$537K 0.44%
+3,895
38
$518K 0.42%
+10,400
39
$517K 0.42%
+10,775
40
$507K 0.41%
+4,085
41
$491K 0.4%
+8,481
42
$485K 0.39%
+2,952
43
$483K 0.39%
+5,220
44
$478K 0.39%
+14,579
45
$475K 0.39%
+5,822
46
$475K 0.39%
+10,011
47
$464K 0.38%
+5,750
48
$451K 0.37%
+10,775
49
$447K 0.36%
+6,684
50
$444K 0.36%
+12,665
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