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
$155M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.8M
3
+$8.59M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.59M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.76M

Top Sells

1
+$9.07M
2
+$5.97M
3
+$5.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.34M

Sector Composition

1 Technology 3.74%
2 Healthcare 2.88%
3 Consumer Staples 2.12%
4 Industrials 1.96%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.8%
7,425
-12,038
27
$1.14M 0.74%
115,361
+103,396
28
$931K 0.6%
28,731
+4,225
29
$879K 0.57%
12,451
-3,645
30
$863K 0.56%
6,670
-2,342
31
$857K 0.55%
24,280
-8,866
32
$838K 0.54%
5,800
33
$751K 0.49%
26,875
+9,307
34
$733K 0.47%
+38,748
35
$712K 0.46%
63,657
-12,599
36
$668K 0.43%
2,878
-1,422
37
$664K 0.43%
13,431
-8,900
38
$659K 0.43%
10,918
-7,850
39
$641K 0.41%
7,380
+2,380
40
$623K 0.4%
17,882
-53,968
41
$615K 0.4%
2,866
-444
42
$611K 0.4%
5,402
-6,435
43
$609K 0.39%
+34,191
44
$605K 0.39%
17,759
-14,997
45
$592K 0.38%
379
+168
46
$549K 0.35%
7,312
-1,134
47
$526K 0.34%
55,231
48
$523K 0.34%
4,440
-4,932
49
$522K 0.34%
6,501
-912
50
$520K 0.34%
+36,100
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