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
$286M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.31M
3
+$1.16M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.07M
5
GLD icon
SPDR Gold Trust
GLD
+$541K

Top Sells

1
+$6.42M
2
+$2.31M
3
+$1.8M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.34M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.28M

Sector Composition

1 Technology 6.69%
2 Financials 5.22%
3 Industrials 4.23%
4 Healthcare 3.61%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.47%
60,508
+1,837
27
$1.34M 0.47%
14,160
+4,555
28
$1.28M 0.45%
2,579
+30
29
$1.22M 0.43%
9,114
+63
30
$1.12M 0.39%
24,366
+1,480
31
$1.1M 0.38%
4,410
-236
32
$1.09M 0.38%
32,423
+822
33
$1.07M 0.37%
5,352
+161
34
$1.07M 0.37%
+16,237
35
$1.05M 0.37%
18,501
-187
36
$1.05M 0.37%
9,067
37
$1.05M 0.37%
13,802
-3,152
38
$1.03M 0.36%
41,248
+4,223
39
$1.03M 0.36%
6,034
-70
40
$1.01M 0.35%
58,336
-638
41
$996K 0.35%
6,719
+37
42
$996K 0.35%
11,407
-3,918
43
$993K 0.35%
15,079
-3,095
44
$969K 0.34%
4,905
+59
45
$952K 0.33%
19,395
+2,089
46
$931K 0.33%
11,608
47
$917K 0.32%
13,637
+1,058
48
$883K 0.31%
7,889
+286
49
$863K 0.3%
2,581
-9
50
$827K 0.29%
4,543
+3
1
2
3 4 5