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
526
$19K 0.01%
+1,000
527
$19K 0.01%
+300
528
$19K 0.01%
+400
529
$19K 0.01%
+208
530
$18K 0.01%
+135
531
$18K 0.01%
+498
532
$18K 0.01%
+355
533
$18K 0.01%
+233
534
$18K 0.01%
+170
535
$18K 0.01%
+100
536
$18K 0.01%
+500
537
$18K 0.01%
+106
538
$18K 0.01%
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539
$18K 0.01%
+194
540
$18K 0.01%
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541
$18K 0.01%
+322
542
$17K 0.01%
+500
543
$17K 0.01%
+900
544
$17K 0.01%
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545
$17K 0.01%
+300
546
$17K 0.01%
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547
$17K 0.01%
+182
548
$17K 0.01%
+1,460
549
$17K 0.01%
+180
550
$17K 0.01%
+116
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