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
$285M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$830K
3
+$800K
4
DELL icon
Dell
DELL
+$782K
5
GLD icon
SPDR Gold Trust
GLD
+$754K

Top Sells

1
+$2.95M
2
+$2.5M
3
+$1.72M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$996K
5
TAP icon
Molson Coors Class B
TAP
+$917K

Sector Composition

1 Technology 8.21%
2 Financials 5.9%
3 Industrials 3.7%
4 Healthcare 3.16%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.47%
14,654
+494
27
$1.29M 0.45%
23,864
+4,469
28
$1.28M 0.45%
4,800
-497
29
$1.28M 0.45%
2,507
-72
30
$1.24M 0.44%
6,138
+786
31
$1.21M 0.43%
45,562
+4,314
32
$1.19M 0.42%
30,321
-3,931
33
$1.12M 0.39%
32,513
+90
34
$1.07M 0.37%
4,400
-10
35
$1M 0.35%
8,717
-350
36
$1M 0.35%
6,386
+352
37
$987K 0.35%
16,778
-1,723
38
$980K 0.34%
12,057
+613
39
$943K 0.33%
10,521
-1,087
40
$935K 0.33%
4,557
+274
41
$935K 0.33%
4,818
-87
42
$917K 0.32%
1,013
+16
43
$905K 0.32%
9,056
+2,944
44
$892K 0.31%
12,229
-1,573
45
$891K 0.31%
2,675
+570
46
$879K 0.31%
5,058
+2,307
47
$874K 0.31%
7,052
+1,366
48
$863K 0.3%
6,662
-57
49
$858K 0.3%
14,104
50
$845K 0.3%
10,055
-1,352
1
2
3 4 5