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
$260M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.39M
3
+$4.05M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.31M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.54M

Top Sells

1
+$9.58M
2
+$7.8M
3
+$6.01M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.88M

Sector Composition

1 Technology 6.11%
2 Industrials 4.2%
3 Financials 3.08%
4 Healthcare 3.03%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.68%
70,865
-92,393
27
$1.72M 0.66%
38,783
-2,030
28
$1.48M 0.57%
34,079
-46,893
29
$1.45M 0.56%
56,176
-116,616
30
$1.39M 0.53%
5,854
-8
31
$1.37M 0.53%
10,778
-312
32
$1.19M 0.46%
25,422
-24,031
33
$1.19M 0.46%
21,835
-2,569
34
$1.18M 0.45%
3,007
-165
35
$1.15M 0.44%
10,685
+5,891
36
$1.15M 0.44%
10,514
-13,545
37
$1.09M 0.42%
1,792
38
$1.05M 0.41%
4,071
-15,000
39
$1.02M 0.39%
23,421
-31,918
40
$1.02M 0.39%
6,299
-1,491
41
$999K 0.38%
2,944
-53
42
$968K 0.37%
7,726
+2
43
$916K 0.35%
7,177
-6,449
44
$877K 0.34%
2,671
-232
45
$876K 0.34%
18,580
46
$854K 0.33%
3,544
-847
47
$853K 0.33%
4,439
-631
48
$848K 0.33%
1,763
-1,959
49
$844K 0.32%
28,412
-31,566
50
$844K 0.32%
15,088
-921
1
2
3 4 5