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
$272M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.84M
3
+$1.39M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$842K
5
EYLD icon
Cambria Emerging Shareholder Yield ETF
EYLD
+$829K

Top Sells

1
+$1.74M
2
+$1.66M
3
+$1.37M
4
NFLX icon
Netflix
NFLX
+$1.08M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$959K

Sector Composition

1 Technology 6.49%
2 Industrials 4.06%
3 Healthcare 3.38%
4 Financials 2.72%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.49%
9,695
-875
27
$1.3M 0.48%
8,010
-1,461
28
$1.27M 0.47%
15,278
-2,002
29
$1.27M 0.47%
22,744
+385
30
$1.25M 0.46%
14,944
-1,888
31
$1.24M 0.46%
3,459
-702
32
$1.12M 0.41%
41,200
+570
33
$1.1M 0.41%
19,888
-1,894
34
$1.03M 0.38%
12,460
-337
35
$1M 0.37%
5,663
-547
36
$976K 0.36%
40,722
-8,311
37
$884K 0.32%
19,503
-1,560
38
$857K 0.32%
7,720
-6
39
$830K 0.31%
21,269
-6,487
40
$829K 0.3%
+26,263
41
$813K 0.3%
16,396
+3,151
42
$799K 0.29%
31,516
-20,822
43
$795K 0.29%
3,214
-220
44
$761K 0.28%
2,100
+28
45
$759K 0.28%
14,663
+5,086
46
$677K 0.25%
2,261
-346
47
$674K 0.25%
4,533
-62
48
$664K 0.24%
3,967
-394
49
$660K 0.24%
9,609
+4,776
50
$651K 0.24%
4,680
+100
1
2
3 4 5