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
$240M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.69M
3
+$1.52M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$538K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$418K

Top Sells

1
+$1.15M
2
+$1.08M
3
+$949K
4
MSFT icon
Microsoft
MSFT
+$624K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$461K

Sector Composition

1 Technology 5.2%
2 Financials 4.8%
3 Consumer Discretionary 4.11%
4 Healthcare 2.91%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.67%
9,177
-89
27
$1.58M 0.66%
22,736
+571
28
$1.52M 0.63%
13,395
-1,659
29
$1.45M 0.6%
30,768
+4,129
30
$1.44M 0.6%
48,771
+8,247
31
$1.43M 0.6%
67,517
+13,651
32
$1.4M 0.58%
8,888
-645
33
$1.39M 0.58%
22,679
+1,560
34
$1.33M 0.55%
33,386
+7,871
35
$1.3M 0.54%
6,290
-218
36
$1.28M 0.54%
5,749
37
$1.25M 0.52%
18,847
+540
38
$1.14M 0.48%
9,483
+2,580
39
$1.02M 0.43%
18,205
-8,192
40
$1.01M 0.42%
13,296
+440
41
$969K 0.4%
1,792
42
$869K 0.36%
44,233
+10,844
43
$853K 0.36%
5,240
-120
44
$827K 0.34%
3,027
-9
45
$813K 0.34%
18,160
+147
46
$770K 0.32%
2,195
-587
47
$722K 0.3%
2,302
-134
48
$701K 0.29%
3,266
-447
49
$633K 0.26%
38,528
+4,117
50
$604K 0.25%
11,519
-549
1
2
3 4 5