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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.73%
10,917
+8,876
27
$1.25M 0.72%
9,012
-1,001
28
$1.23M 0.71%
16,096
+2,247
29
$1.22M 0.71%
22,331
-1,410
30
$1.16M 0.67%
33,146
+26,989
31
$1.07M 0.62%
18,768
-7,038
32
$1.04M 0.6%
9,372
-555
33
$1.02M 0.59%
7,279
-73
34
$1.01M 0.58%
+23,367
35
$938K 0.54%
27,525
+19,867
36
$924K 0.53%
16,723
-1,820
37
$922K 0.53%
21,803
-112
38
$894K 0.52%
4,300
-1,041
39
$886K 0.51%
18,514
-5,000
40
$874K 0.5%
+76,256
41
$839K 0.48%
5,800
-37
42
$780K 0.45%
4,468
-277
43
$779K 0.45%
+14,164
44
$767K 0.44%
+24,506
45
$704K 0.41%
6,978
-1,480
46
$687K 0.4%
3,310
-8
47
$677K 0.39%
22,892
+8,298
48
$652K 0.38%
17,250
-14,300
49
$628K 0.36%
8,446
+1,818
50
$626K 0.36%
4,834
-709
1
2
3 4 5