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
576
$8.55K ﹤0.01%
+135
577
$8.29K ﹤0.01%
+750
578
$7.78K ﹤0.01%
+172
579
$7.61K ﹤0.01%
+238
580
$7.46K ﹤0.01%
+130
581
$7.44K ﹤0.01%
+97
582
$7.2K ﹤0.01%
+238
583
$7.14K ﹤0.01%
+87
584
$7.13K ﹤0.01%
+202
585
$7.06K ﹤0.01%
+36
586
$6.72K ﹤0.01%
+65
587
$6.66K ﹤0.01%
+88
588
$6.55K ﹤0.01%
+52
589
$6.52K ﹤0.01%
+58
590
$6.5K ﹤0.01%
+65
591
$6.45K ﹤0.01%
+32
592
$6.38K ﹤0.01%
+200
593
$6.31K ﹤0.01%
+350
594
$6.22K ﹤0.01%
+223
595
$6.15K ﹤0.01%
+10
596
$6.11K ﹤0.01%
+30
597
$5.9K ﹤0.01%
+212
598
$5.75K ﹤0.01%
+29
599
$5.57K ﹤0.01%
+91
600
$5.34K ﹤0.01%
+52
22 23
24
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