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
$226M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.7M
3
+$2.22M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.06M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M

Top Sells

1
+$5.76M
2
+$5.71M
3
+$3.04M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.9M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.03%
3 Industrials 3.47%
4 Financials 3.06%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.6%
7,867
-826
27
$1.19M 0.53%
+37,721
28
$1.12M 0.49%
5,680
-349
29
$1.07M 0.47%
17,704
-3,701
30
$1.07M 0.47%
20,359
+5,696
31
$1.06M 0.47%
24,884
+2,140
32
$1.04M 0.46%
5,517
-2,654
33
$1.04M 0.46%
18,704
-6,313
34
$1.02M 0.45%
16,743
-3,427
35
$1M 0.44%
11,727
-733
36
$991K 0.44%
24,254
-46,505
37
$977K 0.43%
5,503
-160
38
$931K 0.41%
10,214
+2,629
39
$862K 0.38%
17,700
-2,188
40
$853K 0.38%
11,781
-3,497
41
$777K 0.34%
+19,075
42
$743K 0.33%
11,252
+1,643
43
$735K 0.32%
27,518
+1,255
44
$728K 0.32%
31,843
-8,879
45
$723K 0.32%
2,929
-285
46
$707K 0.31%
18,893
+2,497
47
$698K 0.31%
7,772
+52
48
$691K 0.31%
2,132
+141
49
$684K 0.3%
26,023
+10,735
50
$684K 0.3%
9,701
-5,243
1
2
3 4 5