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
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Sells

1 +$938K
2 +$878K
3 +$853K
4
ALSN icon
Allison Transmission
ALSN
+$671K
5
UNM icon
Unum
UNM
+$521K

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
QCOM icon
476
Qualcomm
QCOM
$187B
$19.5K 0.01%
+117
RSPF icon
477
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$303M
$19.4K 0.01%
+249
VONG icon
478
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$19.3K 0.01%
+160
SHOO icon
479
Steven Madden
SHOO
$3.2B
$19.2K 0.01%
+572
DEO icon
480
Diageo
DEO
$51.2B
$18.9K 0.01%
+198
CNP icon
481
CenterPoint Energy
CNP
$25.1B
$18.6K 0.01%
+480
IWR icon
482
iShares Russell Mid-Cap ETF
IWR
$45.8B
$18.5K 0.01%
+192
PAR icon
483
PAR Technology
PAR
$1.42B
$18.4K 0.01%
+466
GRMN icon
484
Garmin
GRMN
$38.4B
$18.2K ﹤0.01%
+74
MBB icon
485
iShares MBS ETF
MBB
$39.2B
$18.1K ﹤0.01%
+190
AZN icon
486
AstraZeneca
AZN
$282B
$18K ﹤0.01%
+235
MUB icon
487
iShares National Muni Bond ETF
MUB
$41.4B
$18K ﹤0.01%
+169
HLN icon
488
Haleon
HLN
$42.3B
$17.9K ﹤0.01%
+1,997
PPL icon
489
PPL Corp
PPL
$25.8B
$17.8K ﹤0.01%
+480
SSNC icon
490
SS&C Technologies
SSNC
$21.1B
$17.8K ﹤0.01%
+200
HALO icon
491
Halozyme
HALO
$7.6B
$17.7K ﹤0.01%
+241
ALGN icon
492
Align Technology
ALGN
$11.1B
$17.7K ﹤0.01%
+141
DVOL icon
493
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$80.5M
$17.3K ﹤0.01%
+488
RS icon
494
Reliance Steel & Aluminium
RS
$15.1B
$17.1K ﹤0.01%
+61
NXPI icon
495
NXP Semiconductors
NXPI
$57.3B
$17.1K ﹤0.01%
+75
BWXT icon
496
BWX Technologies
BWXT
$16B
$17K ﹤0.01%
+92
FFIV icon
497
F5
FFIV
$14B
$16.8K ﹤0.01%
+52
URBN icon
498
Urban Outfitters
URBN
$7.1B
$16.8K ﹤0.01%
+235
VB icon
499
Vanguard Small-Cap ETF
VB
$69.4B
$16.8K ﹤0.01%
+66
ALC icon
500
Alcon
ALC
$39.3B
$16.8K ﹤0.01%
+225