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
$283M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.66M
3
+$1.01M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$946K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$650K

Top Sells

1
+$1.24M
2
+$1.1M
3
+$875K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$845K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$677K

Sector Composition

1 Technology 6.5%
2 Industrials 3.88%
3 Healthcare 3.06%
4 Financials 2.72%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.55%
16,832
-9,428
27
$1.5M 0.53%
2,990
-17
28
$1.49M 0.53%
10,570
-208
29
$1.49M 0.53%
5,831
-23
30
$1.47M 0.52%
4,161
+90
31
$1.46M 0.52%
17,280
-13,014
32
$1.42M 0.5%
22,359
+524
33
$1.31M 0.46%
52,338
-18,527
34
$1.28M 0.45%
9,471
-1,214
35
$1.24M 0.44%
49,033
-7,143
36
$1.2M 0.42%
40,630
+380
37
$1.19M 0.42%
27,756
-6,323
38
$1.14M 0.4%
21,782
-1,639
39
$1.08M 0.38%
2,607
-64
40
$1.08M 0.38%
1,792
41
$1.06M 0.38%
6,210
-89
42
$995K 0.35%
21,063
-4,359
43
$980K 0.35%
2,914
-30
44
$967K 0.34%
8,905
-1,609
45
$959K 0.34%
18,550
-30
46
$921K 0.33%
3,434
-110
47
$824K 0.29%
2,072
48
$820K 0.29%
13,663
49
$819K 0.29%
24,448
-3,964
50
$799K 0.28%
7,726
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