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

Top Buys

1
+$653K
2
+$551K
3
+$509K
4
AMZN icon
Amazon
AMZN
+$414K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$400K

Top Sells

1
+$253K
2
+$230K
3
+$202K
4
LEA icon
Lear
LEA
+$173K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$169K

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%
+525
477
$27K 0.02%
+425
478
$26K 0.02%
+1,810
479
$26K 0.02%
+1,567
480
$26K 0.02%
+464
481
$26K 0.02%
+476
482
$26K 0.02%
+1,467
483
$26K 0.02%
+840
484
$26K 0.02%
+2,450
485
$25K 0.02%
+852
486
$25K 0.02%
+384
487
$25K 0.02%
+316
488
$25K 0.02%
+295
489
$25K 0.02%
+571
490
$25K 0.02%
+2,160
491
$25K 0.02%
+790
492
$25K 0.02%
+276
493
$25K 0.02%
+2,619
494
$24K 0.01%
+1,200
495
$24K 0.01%
+1,550
496
$24K 0.01%
+170
497
$24K 0.01%
+516
498
$23K 0.01%
+300
499
$23K 0.01%
+1,406
500
$23K 0.01%
+737
18 19
20
21 22