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
576
$14K 0.01%
+292
577
$14K 0.01%
+871
578
$14K 0.01%
+397
579
$13K 0.01%
+123
580
$13K 0.01%
+50
581
$13K 0.01%
+211
582
$13K 0.01%
+572
583
$13K 0.01%
+170
584
$13K 0.01%
+618
585
$13K 0.01%
+256
586
$13K 0.01%
+43
587
$12K 0.01%
+56
588
$12K 0.01%
+152
589
$12K 0.01%
+263
590
$12K 0.01%
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591
$12K 0.01%
+331
592
$12K 0.01%
+400
593
$12K 0.01%
+206
594
$12K 0.01%
+175
595
$12K 0.01%
+302
596
$12K 0.01%
+400
597
$12K 0.01%
+122
598
$12K 0.01%
+510
599
$12K 0.01%
+362
600
$11K 0.01%
+476
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