MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $334M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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%
+189
477
$27K 0.02%
+425
478
$26K 0.02%
+1,567
479
$26K 0.02%
+464
480
$26K 0.02%
+476
481
$26K 0.02%
+1,467
482
$26K 0.02%
+840
483
$26K 0.02%
+2,450
484
$26K 0.02%
+1,810
485
$25K 0.02%
+852
486
$25K 0.02%
+384
487
$25K 0.02%
+316
488
$25K 0.02%
+295
489
$25K 0.02%
+563
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%
+1,550
495
$24K 0.01%
+170
496
$24K 0.01%
+516
497
$24K 0.01%
+1,200
498
$23K 0.01%
+737
499
$23K 0.01%
+1,110
500
$23K 0.01%
+625