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
$249M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$642K
2
+$420K
3
+$382K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$365K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$308K

Top Sells

1
+$741K
2
+$613K
3
+$611K
4
TPR icon
Tapestry
TPR
+$594K
5
CAG icon
Conagra Brands
CAG
+$592K

Sector Composition

1 Technology 7.03%
2 Financials 4.33%
3 Healthcare 3.87%
4 Industrials 3.22%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.49%
18,734
+2,050
27
$1.2M 0.48%
11,562
+1,259
28
$1.19M 0.48%
35,068
-325
29
$1.19M 0.48%
18,383
+90
30
$1.17M 0.47%
5,525
-389
31
$1.15M 0.46%
16,597
-8
32
$1.14M 0.46%
11,071
+263
33
$1.07M 0.43%
9,066
-422
34
$1.04M 0.42%
13,931
+1,478
35
$988K 0.4%
61,878
-46,419
36
$968K 0.39%
4,646
-329
37
$939K 0.38%
17,458
+3,864
38
$930K 0.37%
55,717
+2,012
39
$921K 0.37%
10,192
+4,230
40
$915K 0.37%
5,476
+42
41
$890K 0.36%
31,016
+1,027
42
$873K 0.35%
18,759
-104
43
$844K 0.34%
1,572
44
$840K 0.34%
5,396
+48
45
$840K 0.34%
31,165
+4,037
46
$813K 0.33%
21,718
+2,772
47
$797K 0.32%
31,919
+11,271
48
$793K 0.32%
8,210
+1,687
49
$792K 0.32%
43,336
+6,280
50
$784K 0.32%
10,840
+196
1
2
3 4 5