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
-$140K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.1M
3
+$3.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.79M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.71M

Top Sells

1
+$2.99M
2
+$2.9M
3
+$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$2.21M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.03M

Sector Composition

1 Technology 5.35%
2 Healthcare 4.28%
3 Industrials 3.32%
4 Financials 3.11%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.62%
35,902
27
$1.27M 0.56%
7,767
-100
28
$1.12M 0.49%
37,721
29
$1.09M 0.48%
+13,433
30
$1.07M 0.47%
44,579
+26,486
31
$1.03M 0.45%
11,754
+27
32
$1.02M 0.45%
5,403
-277
33
$1M 0.44%
17,384
-320
34
$990K 0.44%
5,517
35
$976K 0.43%
16,177
-566
36
$893K 0.39%
10,368
+154
37
$874K 0.39%
6,513
-3,572
38
$869K 0.38%
5,322
-181
39
$798K 0.35%
18,238
-2,121
40
$772K 0.34%
11,505
-276
41
$754K 0.33%
17,137
-563
42
$740K 0.33%
19,075
43
$703K 0.31%
15,830
+1,880
44
$668K 0.3%
2,893
-36
45
$661K 0.29%
4,050
-40
46
$651K 0.29%
2,012
-120
47
$645K 0.29%
9,472
-229
48
$632K 0.28%
10,269
-983
49
$628K 0.28%
7,772
50
$618K 0.27%
24,864
-2,654
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