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
$243M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.16M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.52M

Top Sells

1
+$3.67M
2
+$3.06M
3
+$2.28M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.26M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.38M

Sector Composition

1 Technology 5.25%
2 Healthcare 4.56%
3 Financials 3.7%
4 Industrials 2.64%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.55%
7,654
-113
27
$1.32M 0.54%
11,965
+211
28
$1.25M 0.52%
37,391
-330
29
$1.2M 0.49%
18,519
+1,135
30
$1.14M 0.47%
10,274
-94
31
$1.11M 0.46%
5,470
+67
32
$1.11M 0.46%
16,939
+762
33
$1.11M 0.46%
19,790
+3,960
34
$1.06M 0.44%
5,542
+25
35
$1.04M 0.43%
6,437
-76
36
$958K 0.39%
5,422
+100
37
$935K 0.39%
+10,689
38
$926K 0.38%
37,578
-7,001
39
$863K 0.36%
12,240
-52,109
40
$844K 0.35%
11,378
-127
41
$825K 0.34%
2,254
+242
42
$785K 0.32%
18,863
-212
43
$781K 0.32%
15,664
-1,473
44
$747K 0.31%
26,627
+1,763
45
$745K 0.31%
8,675
+3,864
46
$732K 0.3%
15,371
47
$732K 0.3%
4,050
48
$722K 0.3%
10,033
+98
49
$695K 0.29%
2,639
-254
50
$679K 0.28%
9,399
-73
1
2
3 4 5