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
$260M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$581K
3
+$542K
4
RS icon
Reliance Steel & Aluminium
RS
+$503K
5
AEL
American Equity Investment Life Holding Company
AEL
+$458K

Top Sells

1
+$579K
2
+$540K
3
+$416K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402K
5
PEG icon
Public Service Enterprise Group
PEG
+$401K

Sector Composition

1 Technology 6.09%
2 Financials 4.15%
3 Healthcare 3.88%
4 Industrials 3.18%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.5%
11,923
-42
27
$1.27M 0.49%
2,679
-199
28
$1.25M 0.48%
39,518
-417
29
$1.21M 0.47%
43,680
+3,010
30
$1.21M 0.47%
5,940
+398
31
$1.21M 0.46%
18,248
-271
32
$1.18M 0.46%
35,393
-1,998
33
$1.15M 0.44%
5,470
34
$1.13M 0.44%
16,562
-377
35
$1.09M 0.42%
10,292
+18
36
$1.09M 0.42%
13,156
+2,467
37
$1.04M 0.4%
6,530
+93
38
$983K 0.38%
41,409
+3,831
39
$931K 0.36%
10,565
+847
40
$874K 0.34%
10,530
+1,855
41
$838K 0.32%
18,863
42
$829K 0.32%
15,664
43
$817K 0.31%
5,270
-152
44
$812K 0.31%
10,664
-714
45
$810K 0.31%
6,011
+1,836
46
$807K 0.31%
12,513
+2,480
47
$785K 0.3%
27,558
+931
48
$769K 0.3%
5,423
+488
49
$764K 0.29%
14,619
-752
50
$723K 0.28%
2,586
-53
1
2
3 4 5