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
$314M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.13M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$977K

Top Sells

1
+$1.5M
2
+$309K
3
+$295K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$243K
5
BEN icon
Franklin Resources
BEN
+$220K

Sector Composition

1 Technology 5.49%
2 Financials 5.42%
3 Industrials 5.37%
4 Consumer Discretionary 3.94%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.75%
55,339
+2,342
27
$2.27M 0.72%
49,453
-1,885
28
$2.18M 0.69%
34,019
+3,199
29
$2.13M 0.68%
43,627
+2,699
30
$1.92M 0.61%
59,978
-6,891
31
$1.89M 0.6%
2,057
+954
32
$1.83M 0.58%
+40,813
33
$1.83M 0.58%
3,722
-366
34
$1.8M 0.57%
8,982
-22
35
$1.78M 0.57%
123,881
+6,471
36
$1.77M 0.56%
12,603
+1,462
37
$1.74M 0.56%
13,626
-1,900
38
$1.73M 0.55%
29,849
-1,666
39
$1.65M 0.52%
+32,403
40
$1.58M 0.5%
34,111
+1,839
41
$1.4M 0.44%
11,090
-281
42
$1.39M 0.44%
5,862
43
$1.29M 0.41%
24,404
+2,453
44
$1.28M 0.41%
7,790
+652
45
$1.27M 0.4%
3,172
+701
46
$1.09M 0.35%
54,142
+8,468
47
$1.04M 0.33%
2,997
48
$1.01M 0.32%
4,391
+418
49
$999K 0.32%
12,841
+767
50
$975K 0.31%
5,070
+755
1
2
3 4 5