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
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$565K
3
+$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$408K

Top Sells

1
+$274K
2
+$253K
3
+$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$27K 0.02%
+1,585
477
$27K 0.02%
+310
478
$26K 0.02%
+1,567
479
$26K 0.02%
+840
480
$26K 0.02%
+2,450
481
$26K 0.02%
+1,810
482
$26K 0.02%
+1,467
483
$26K 0.02%
+476
484
$26K 0.02%
+464
485
$25K 0.02%
+276
486
$25K 0.02%
+852
487
$25K 0.02%
+384
488
$25K 0.02%
+316
489
$25K 0.02%
+295
490
$25K 0.02%
+2,619
491
$25K 0.02%
+790
492
$25K 0.02%
+2,160
493
$25K 0.02%
+571
494
$24K 0.01%
+1,200
495
$24K 0.01%
+516
496
$24K 0.01%
+170
497
$24K 0.01%
+1,550
498
$23K 0.01%
+1,051
499
$23K 0.01%
+920
500
$23K 0.01%
+300
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