MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.33M
3
+$2.75M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.68M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.55M

Top Sells

1
+$7.24M
2
+$6.51M
3
+$3.43M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.89M
5
FIW icon
First Trust Water ETF
FIW
+$734K

Sector Composition

1 Industrials 8.72%
2 Financials 7.73%
3 Technology 5.77%
4 Consumer Discretionary 2.66%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.55%
6,723
27
$1.69M 0.54%
6,905
+5
28
$1.56M 0.5%
50,038
+2,095
29
$1.49M 0.48%
60,215
+2,323
30
$1.42M 0.46%
5,182
-1,011
31
$1.39M 0.45%
25,277
+2,886
32
$1.29M 0.41%
14,104
33
$1.28M 0.41%
8,931
+1,232
34
$1.27M 0.41%
24,693
-2,020
35
$1.24M 0.4%
20,267
+9,103
36
$1.2M 0.38%
29,077
-405
37
$1.14M 0.37%
31,505
+5,047
38
$1.14M 0.37%
4,400
39
$1.11M 0.36%
34,848
+1,662
40
$1.1M 0.35%
10,019
-31,350
41
$1.05M 0.34%
+14,822
42
$1.04M 0.33%
+19,411
43
$992K 0.32%
4,403
+109
44
$987K 0.32%
28,417
+1,839
45
$917K 0.29%
23,388
+4,305
46
$908K 0.29%
15,020
-94
47
$864K 0.28%
6,592
-14,410
48
$856K 0.27%
6,330
+1,255
49
$842K 0.27%
40,845
+7,411
50
$813K 0.26%
8,521
+799
1
2
3 4 5