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
551
$10.8K ﹤0.01%
+380
552
$10.7K ﹤0.01%
+241
553
$10.6K ﹤0.01%
+337
554
$10.6K ﹤0.01%
+46
555
$10.5K ﹤0.01%
+393
556
$10.5K ﹤0.01%
+60
557
$10.2K ﹤0.01%
+625
558
$10.1K ﹤0.01%
+158
559
$10.1K ﹤0.01%
+166
560
$10.1K ﹤0.01%
+132
561
$10K ﹤0.01%
+161
562
$10K ﹤0.01%
+216
563
$9.87K ﹤0.01%
+38
564
$9.69K ﹤0.01%
+108
565
$9.58K ﹤0.01%
+126
566
$9.57K ﹤0.01%
+800
567
$9.38K ﹤0.01%
+712
568
$9.26K ﹤0.01%
+69
569
$9.14K ﹤0.01%
+108
570
$9K ﹤0.01%
+152
571
$8.99K ﹤0.01%
+118
572
$8.98K ﹤0.01%
+6
573
$8.73K ﹤0.01%
+355
574
$8.6K ﹤0.01%
+196
575
$8.6K ﹤0.01%
+2,500
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