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
$171M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.97M
3
+$4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$3.22M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.9M

Top Sells

1
+$3.62M
2
+$2.91M
3
+$2.67M
4
BGS icon
B&G Foods
BGS
+$708K
5
SYY icon
Sysco
SYY
+$655K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 2.71%
3 Healthcare 2.56%
4 Consumer Staples 2.12%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.6%
5,749
27
$1.03M 0.6%
3,168
+608
28
$956K 0.56%
36,637
+9,793
29
$919K 0.54%
17,250
30
$897K 0.52%
17,243
+3,223
31
$897K 0.52%
16,277
+3,471
32
$860K 0.5%
+34,076
33
$835K 0.49%
3,335
+950
34
$815K 0.48%
1,792
35
$815K 0.48%
5,849
+49
36
$786K 0.46%
16,863
+4,751
37
$778K 0.45%
+24,640
38
$771K 0.45%
15,687
+6,465
39
$759K 0.44%
5,500
+1,360
40
$742K 0.43%
2,996
+390
41
$701K 0.41%
44,130
+23,977
42
$695K 0.41%
11,620
+3,146
43
$655K 0.38%
11,131
+1,694
44
$648K 0.38%
3,512
-2,916
45
$626K 0.37%
11,030
+2,629
46
$597K 0.35%
8,097
+2,180
47
$592K 0.35%
+14,838
48
$576K 0.34%
17,272
+8,179
49
$539K 0.31%
4,073
+2,325
50
$490K 0.29%
13,511
-1,144
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2
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