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
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%
+106
531
$18K 0.01%
+898
532
$18K 0.01%
+135
533
$18K 0.01%
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534
$18K 0.01%
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535
$18K 0.01%
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536
$18K 0.01%
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537
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+100
538
$18K 0.01%
+500
539
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540
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541
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542
$17K 0.01%
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543
$17K 0.01%
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544
$17K 0.01%
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545
$17K 0.01%
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546
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547
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548
$17K 0.01%
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549
$17K 0.01%
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550
$17K 0.01%
+232