MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$795K
3
+$748K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
MEDP icon
Medpace
MEDP
+$677K

Top Sells

1
+$424K
2
+$312K
3
+$50.3K
4
ABBV icon
AbbVie
ABBV
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$26.4K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.66%
6,375
+4,425
27
$1.07M 0.66%
8,435
+1,056
28
$1.06M 0.66%
44,870
+9,374
29
$1.04M 0.64%
29,625
+8,145
30
$1.02M 0.63%
5,341
+2,807
31
$1M 0.62%
9,927
+1,668
32
$979K 0.6%
21,000
+12,593
33
$958K 0.59%
18,543
+3,542
34
$954K 0.59%
9,168
+2,733
35
$926K 0.57%
8,458
+1,503
36
$880K 0.54%
8,152
+59
37
$876K 0.54%
21,915
+574
38
$816K 0.5%
7,352
+4,724
39
$795K 0.49%
+5,837
40
$754K 0.46%
4,745
+2,160
41
$711K 0.44%
3,541
+1,508
42
$689K 0.42%
5,543
+69
43
$685K 0.42%
14,619
+3,440
44
$685K 0.42%
7,955
+1,739
45
$677K 0.42%
+11,480
46
$658K 0.41%
+7,439
47
$648K 0.4%
+2,754
48
$642K 0.4%
+7,860
49
$632K 0.39%
4,048
+1,620
50
$630K 0.39%
3,318
+902
1
2
3 4 5