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
476
$19.5K 0.01%
+117
477
$19.4K 0.01%
+249
478
$19.3K 0.01%
+160
479
$19.2K 0.01%
+572
480
$18.9K 0.01%
+198
481
$18.6K 0.01%
+480
482
$18.5K 0.01%
+192
483
$18.4K 0.01%
+466
484
$18.2K ﹤0.01%
+74
485
$18.1K ﹤0.01%
+190
486
$18K ﹤0.01%
+235
487
$18K ﹤0.01%
+169
488
$17.9K ﹤0.01%
+1,997
489
$17.8K ﹤0.01%
+480
490
$17.8K ﹤0.01%
+200
491
$17.7K ﹤0.01%
+241
492
$17.7K ﹤0.01%
+141
493
$17.3K ﹤0.01%
+488
494
$17.1K ﹤0.01%
+61
495
$17.1K ﹤0.01%
+75
496
$17K ﹤0.01%
+92
497
$16.8K ﹤0.01%
+52
498
$16.8K ﹤0.01%
+235
499
$16.8K ﹤0.01%
+66
500
$16.8K ﹤0.01%
+225
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