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
$110M
AUM Growth
-$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
867
New
Increased
Reduced
Closed

Top Buys

1
+$440K
2
+$433K
3
+$424K
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$379K

Top Sells

1
+$484K
2
+$483K
3
+$440K
4
PSX icon
Phillips 66
PSX
+$409K
5
BKNG icon
Booking.com
BKNG
+$406K

Sector Composition

1 Technology 5.31%
2 Communication Services 4.35%
3 Healthcare 4.16%
4 Consumer Discretionary 3.05%
5 Financials 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$806K 0.73%
8,259
-59
27
$777K 0.7%
16,547
-470
28
$765K 0.69%
35,496
-7,133
29
$726K 0.66%
21,341
-582
30
$664K 0.6%
21,480
+5,218
31
$659K 0.6%
15,001
-3,811
32
$642K 0.58%
6,955
-154
33
$592K 0.54%
6,435
-2,806
34
$586K 0.53%
5,474
-1,194
35
$567K 0.51%
5,182
-75
36
$529K 0.48%
11,179
-175
37
$527K 0.48%
11,198
+30
38
$478K 0.43%
6,216
-62
39
$435K 0.39%
2,534
-371
40
$429K 0.39%
2,416
-58
41
$424K 0.38%
8,811
-100
42
$415K 0.38%
2,033
-840
43
$410K 0.37%
5,212
+2,062
44
$409K 0.37%
4,048
-151
45
$404K 0.37%
6,874
+190
46
$388K 0.35%
5,882
-190
47
$383K 0.35%
3,907
-7
48
$350K 0.32%
17,325
-5,785
49
$348K 0.32%
3,770
-116
50
$342K 0.31%
2,585
-1,743
1
2
3 4 5