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
$207M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.14M
3
+$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.36M
5
AAPL icon
Apple
AAPL
+$1.06M

Top Sells

1
+$3.66M
2
+$663K
3
+$592K
4
ASG
Liberty All-Star Growth Fund
ASG
+$436K
5
CMU
MFS High Yield Municipal Trust
CMU
+$394K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 4.13%
3 Healthcare 3.48%
4 Industrials 2.4%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.58%
3,511
+343
27
$1.17M 0.56%
21,119
+3,876
28
$1.16M 0.56%
45,861
+11,785
29
$1.15M 0.56%
17,250
30
$1.15M 0.56%
6,508
-106
31
$1.13M 0.54%
5,749
32
$1.1M 0.53%
32,123
+8,617
33
$1.09M 0.53%
40,524
+3,887
34
$1.06M 0.51%
+29,218
35
$1.02M 0.5%
26,639
+9,367
36
$968K 0.47%
16,278
+1
37
$949K 0.46%
5,849
38
$924K 0.45%
53,866
+9,736
39
$917K 0.44%
18,307
+2,620
40
$916K 0.44%
+25,515
41
$909K 0.44%
3,273
-62
42
$896K 0.43%
1,792
43
$867K 0.42%
2,782
+1,532
44
$844K 0.41%
5,360
-140
45
$815K 0.39%
3,713
+201
46
$803K 0.39%
+6,903
47
$795K 0.38%
+3,036
48
$759K 0.37%
12,856
+1,826
49
$710K 0.34%
18,013
+1,150
50
$677K 0.33%
2,436
-560
1
2
3 4 5