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
$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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
26
$874K 0.52%
31,557
+9,373
27
$862K 0.52%
7,352
+300
28
$855K 0.51%
6,668
-582
29
$817K 0.49%
18,812
+410
30
$814K 0.49%
7,109
-30
31
$805K 0.48%
17,017
-41
32
$780K 0.47%
21,923
+7,344
33
$768K 0.46%
9,241
34
$688K 0.41%
4,328
+433
35
$615K 0.37%
2,873
-140
36
$592K 0.36%
2,905
-75
37
$589K 0.35%
16,262
+5,653
38
$581K 0.35%
5,257
39
$574K 0.34%
8,481
40
$571K 0.34%
11,168
+301
41
$561K 0.34%
3,739
+1,114
42
$559K 0.34%
10,242
+231
43
$526K 0.32%
11,354
+4,509
44
$524K 0.31%
2,991
+39
45
$516K 0.31%
12,920
+255
46
$507K 0.3%
6,072
+250
47
$504K 0.3%
11,020
+245
48
$494K 0.3%
23,110
+4,410
49
$485K 0.29%
4,199
+1,892
50
$485K 0.29%
6,278
+107
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