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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$770K
3
+$601K
4
FIW icon
First Trust Water ETF
FIW
+$542K
5
PCAR icon
PACCAR
PCAR
+$510K

Top Sells

1
+$1.1M
2
+$793K
3
+$766K
4
GILD icon
Gilead Sciences
GILD
+$678K
5
CPA icon
Copa Holdings
CPA
+$673K

Sector Composition

1 Technology 6.57%
2 Financials 4.98%
3 Industrials 3.87%
4 Healthcare 3.52%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.48%
34,769
-299
27
$1.24M 0.46%
16,954
-1,429
28
$1.16M 0.43%
15,325
-1,272
29
$1.16M 0.43%
38,091
-1,817
30
$1.15M 0.42%
9,051
-1,031
31
$1.14M 0.42%
18,174
-6,724
32
$1.13M 0.42%
58,671
+2,954
33
$1.08M 0.4%
4,646
34
$1.01M 0.37%
22,886
+1,168
35
$994K 0.37%
58,974
-2,904
36
$991K 0.37%
31,601
+585
37
$969K 0.36%
18,688
-71
38
$966K 0.36%
32,841
+1,676
39
$906K 0.33%
9,067
+1
40
$895K 0.33%
5,575
+99
41
$883K 0.33%
5,191
+2,162
42
$881K 0.32%
1,512
-60
43
$842K 0.31%
10,105
-735
44
$837K 0.31%
+17,306
45
$837K 0.31%
4,846
+139
46
$818K 0.3%
37,025
-6,311
47
$812K 0.3%
11,608
48
$805K 0.3%
9,605
-587
49
$794K 0.29%
6,104
+605
50
$791K 0.29%
5,048
-348
1
2
3 4 5