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
501
$23K 0.01%
+300
502
$23K 0.01%
+1,406
503
$23K 0.01%
+254
504
$23K 0.01%
+1,110
505
$23K 0.01%
+625
506
$22K 0.01%
+615
507
$22K 0.01%
+351
508
$22K 0.01%
+700
509
$22K 0.01%
+200
510
$22K 0.01%
+264
511
$22K 0.01%
+455
512
$21K 0.01%
+5,000
513
$21K 0.01%
+510
514
$21K 0.01%
+921
515
$21K 0.01%
+890
516
$21K 0.01%
+300
517
$21K 0.01%
+2,066
518
$21K 0.01%
+451
519
$20K 0.01%
+338
520
$20K 0.01%
+1,780
521
$20K 0.01%
+860
522
$20K 0.01%
+1,691
523
$20K 0.01%
+1,000
524
$20K 0.01%
+660
525
$19K 0.01%
+42
19 20
21
22 23