MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.58%
6,822
-708
27
$2.01M 0.54%
6,533
28
$1.71M 0.46%
60,141
-1,748
29
$1.66M 0.45%
5,064
-103
30
$1.63M 0.44%
16,082
-2,136
31
$1.58M 0.43%
42,462
-2,802
32
$1.56M 0.42%
2,176
-330
33
$1.36M 0.37%
7,228
-748
34
$1.34M 0.36%
26,535
+679
35
$1.23M 0.33%
16,736
-260
36
$1.23M 0.33%
18,641
+6,632
37
$1.22M 0.33%
21,011
-835
38
$1.22M 0.33%
27,189
-363
39
$1.16M 0.31%
7,136
-513
40
$1.15M 0.31%
4,414
-240
41
$1.12M 0.3%
1,731
-332
42
$1.11M 0.3%
11,104
-3,000
43
$1.09M 0.29%
28,375
-1,022
44
$1.08M 0.29%
16,424
+1,930
45
$1.08M 0.29%
23,936
+2,267
46
$1.06M 0.29%
25,020
-878
47
$1.01M 0.27%
14,233
-1,543
48
$994K 0.27%
10,760
+422
49
$982K 0.26%
13,559
50
$981K 0.26%
75,887
-13,406
1
2
3 4 5