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
$299M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$4.53M
3
+$3.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.36M

Top Sells

1
+$25M
2
+$7.53M
3
+$4.27M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Sector Composition

1 Technology 7.39%
2 Financials 5.85%
3 Industrials 3.25%
4 Healthcare 2.59%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.5%
27,008
-383
27
$1.46M 0.49%
+14,325
28
$1.43M 0.48%
48,302
+2,740
29
$1.39M 0.46%
21,810
-2,054
30
$1.38M 0.46%
4,867
+67
31
$1.37M 0.46%
6,493
+355
32
$1.28M 0.43%
2,194
-313
33
$1.26M 0.42%
30,288
-33
34
$1.16M 0.39%
4,401
+1
35
$1.15M 0.38%
9,657
-864
36
$1.13M 0.38%
32,677
+164
37
$1.09M 0.36%
14,104
38
$1.08M 0.36%
4,850
+32
39
$1.03M 0.34%
7,639
+36
40
$1.01M 0.34%
26,635
+2,897
41
$1.01M 0.34%
6,936
-116
42
$995K 0.33%
9,099
+43
43
$982K 0.33%
2,512
-163
44
$970K 0.32%
4,450
-107
45
$966K 0.32%
26,584
-792
46
$946K 0.32%
15,212
-1,566
47
$940K 0.31%
6,960
+574
48
$901K 0.3%
14,022
-178
49
$894K 0.3%
12,541
+484
50
$888K 0.3%
7,040
+378
1
2
3 4 5