MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$851K
3
+$834K
4
VZ icon
Verizon
VZ
+$772K
5
B
Barrick Mining
B
+$654K

Top Sells

1
+$833K
2
+$754K
3
+$741K
4
AYI icon
Acuity Brands
AYI
+$738K
5
SF icon
Stifel
SF
+$735K

Sector Composition

1 Industrials 7.83%
2 Financials 7.72%
3 Technology 6.99%
4 Consumer Discretionary 2.16%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.65%
7,530
+625
27
$1.86M 0.56%
6,533
-190
28
$1.72M 0.52%
61,889
+1,674
29
$1.69M 0.51%
52,822
+2,784
30
$1.63M 0.49%
45,264
+10,416
31
$1.57M 0.47%
5,167
-15
32
$1.55M 0.46%
18,218
+3,396
33
$1.42M 0.42%
25,856
+579
34
$1.27M 0.38%
7,976
-955
35
$1.26M 0.38%
14,104
36
$1.23M 0.37%
7,649
-872
37
$1.19M 0.36%
4,249
-151
38
$1.18M 0.35%
21,846
-2,847
39
$1.16M 0.35%
27,552
-1,525
40
$1.1M 0.33%
2,063
+77
41
$1.09M 0.33%
29,397
+980
42
$1.08M 0.32%
4,654
+251
43
$1.05M 0.32%
15,776
+2,559
44
$996K 0.3%
25,898
+2,510
45
$972K 0.29%
12,033
+2,365
46
$969K 0.29%
44,452
+3,607
47
$957K 0.29%
7,057
+727
48
$942K 0.28%
15,345
+3,180
49
$941K 0.28%
+21,669
50
$917K 0.27%
20,467
+1,408
1
2
3 4 5