MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
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
+$653K
2
+$551K
3
+$509K
4
AMZN icon
Amazon
AMZN
+$414K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$400K

Top Sells

1
+$253K
2
+$230K
3
+$202K
4
LEA icon
Lear
LEA
+$173K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$169K

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
551
$17K 0.01%
+1,460
552
$17K 0.01%
+180
553
$16K 0.01%
+300
554
$16K 0.01%
+935
555
$16K 0.01%
+79
556
$16K 0.01%
+2,000
557
$16K 0.01%
+33
558
$16K 0.01%
+170
559
$15K 0.01%
+120
560
$15K 0.01%
+471
561
$15K 0.01%
+377
562
$15K 0.01%
+580
563
$15K 0.01%
+108
564
$15K 0.01%
+610
565
$15K 0.01%
+250
566
$15K 0.01%
+742
567
$15K 0.01%
+150
568
$15K 0.01%
+166
569
$15K 0.01%
+290
570
$15K 0.01%
+193
571
$14K 0.01%
+246
572
$14K 0.01%
+223
573
$14K 0.01%
+150
574
$14K 0.01%
+397
575
$14K 0.01%
+85
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