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
$263M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.81M
3
+$2.25M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.1M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.09M

Top Sells

1
+$6.94M
2
+$3.48M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M

Sector Composition

1 Technology 6.95%
2 Financials 3.92%
3 Healthcare 3.75%
4 Industrials 2.78%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.48%
18,293
+45
27
$1.25M 0.47%
10,808
+516
28
$1.22M 0.46%
35,393
29
$1.19M 0.45%
16,605
+43
30
$1.15M 0.44%
37,753
-1,765
31
$1.1M 0.42%
+10,303
32
$1.1M 0.42%
4,975
-495
33
$1.1M 0.42%
10,147
-418
34
$1.09M 0.41%
+16,684
35
$1.02M 0.39%
9,488
-2,435
36
$960K 0.36%
12,453
+1,923
37
$908K 0.35%
18,863
38
$905K 0.34%
5,434
+11
39
$885K 0.34%
5,348
+78
40
$848K 0.32%
53,705
+11,650
41
$835K 0.32%
29,989
+2,431
42
$822K 0.31%
10,644
-20
43
$782K 0.3%
2,622
+36
44
$745K 0.28%
+18,946
45
$737K 0.28%
1,572
-66
46
$731K 0.28%
6,611
+3,584
47
$727K 0.28%
14,416
+1,238
48
$725K 0.28%
16,839
+1,709
49
$725K 0.28%
3,913
-8
50
$706K 0.27%
5,241
-1,289
1
2
3 4 5