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
501
$16.7K ﹤0.01%
+1,334
502
$16.7K ﹤0.01%
+374
503
$16.6K ﹤0.01%
+117
504
$16.5K ﹤0.01%
+113
505
$16.5K ﹤0.01%
+392
506
$16.3K ﹤0.01%
+390
507
$16.1K ﹤0.01%
+568
508
$15.8K ﹤0.01%
+198
509
$15.7K ﹤0.01%
+77
510
$15.6K ﹤0.01%
+341
511
$15.5K ﹤0.01%
+320
512
$15.4K ﹤0.01%
+158
513
$15.3K ﹤0.01%
+108
514
$15.3K ﹤0.01%
+593
515
$15.3K ﹤0.01%
+39
516
$15.2K ﹤0.01%
+231
517
$15K ﹤0.01%
+227
518
$14.9K ﹤0.01%
+48
519
$14.9K ﹤0.01%
+180
520
$14.7K ﹤0.01%
+111
521
$14.7K ﹤0.01%
+56
522
$14.2K ﹤0.01%
+110
523
$14K ﹤0.01%
+208
524
$13.8K ﹤0.01%
+95
525
$13.8K ﹤0.01%
+26
19 20
21
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