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
526
$13.5K ﹤0.01%
+145
527
$13.4K ﹤0.01%
+75
528
$13.2K ﹤0.01%
+1,095
529
$13.1K ﹤0.01%
+31
530
$13K ﹤0.01%
+310
531
$12.9K ﹤0.01%
+132
532
$12.8K ﹤0.01%
+309
533
$12.8K ﹤0.01%
+43
534
$12.1K ﹤0.01%
+231
535
$12K ﹤0.01%
+40
536
$12K ﹤0.01%
+212
537
$11.9K ﹤0.01%
+127
538
$11.9K ﹤0.01%
+40
539
$11.9K ﹤0.01%
+48
540
$11.8K ﹤0.01%
+75
541
$11.8K ﹤0.01%
+615
542
$11.8K ﹤0.01%
+615
543
$11.7K ﹤0.01%
+103
544
$11.7K ﹤0.01%
+210
545
$11.5K ﹤0.01%
+83
546
$11.5K ﹤0.01%
+103
547
$11.3K ﹤0.01%
+1,682
548
$11K ﹤0.01%
+236
549
$10.9K ﹤0.01%
+87
550
$10.8K ﹤0.01%
+192
20 21
22
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