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
$282M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.03M
3
+$1.77M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.58M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.48M

Top Sells

1
+$1.43M
2
+$624K
3
+$365K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$332K
5
GT icon
Goodyear
GT
+$308K

Sector Composition

1 Industrials 5.14%
2 Technology 5.11%
3 Financials 4.99%
4 Consumer Discretionary 3.91%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.7%
66,869
-857
27
$1.96M 0.7%
52,997
+4,226
28
$1.95M 0.69%
15,526
+389
29
$1.95M 0.69%
30,820
+8,141
30
$1.95M 0.69%
4,088
-130
31
$1.77M 0.63%
+40,928
32
$1.75M 0.62%
21,293
+2,446
33
$1.67M 0.59%
9,004
-173
34
$1.61M 0.57%
31,515
+747
35
$1.58M 0.56%
+117,410
36
$1.48M 0.52%
+32,272
37
$1.42M 0.5%
11,141
+1,658
38
$1.33M 0.47%
15,503
+2,207
39
$1.33M 0.47%
11,371
-2,024
40
$1.3M 0.46%
5,862
-428
41
$1.17M 0.42%
7,138
-1,750
42
$1.14M 0.4%
21,951
+3,791
43
$935K 0.33%
1,792
44
$919K 0.33%
2,471
+276
45
$902K 0.32%
45,674
+1,441
46
$891K 0.32%
3,973
+707
47
$888K 0.31%
12,074
+4,704
48
$883K 0.31%
2,997
-30
49
$848K 0.3%
11,212
+4,092
50
$826K 0.29%
5,340
+100
1
2
3 4 5