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
601
$5K ﹤0.01%
+100
602
$4.87K ﹤0.01%
+60
603
$4.83K ﹤0.01%
+146
604
$4.83K ﹤0.01%
+84
605
$4.73K ﹤0.01%
+300
606
$4.72K ﹤0.01%
+364
607
$4.65K ﹤0.01%
+750
608
$4.4K ﹤0.01%
+199
609
$4.21K ﹤0.01%
+126
610
$4.19K ﹤0.01%
+237
611
$4.09K ﹤0.01%
+35
612
$4.08K ﹤0.01%
+12
613
$4.04K ﹤0.01%
+100
614
$4.01K ﹤0.01%
+145
615
$4.01K ﹤0.01%
+119
616
$3.78K ﹤0.01%
+20
617
$3.53K ﹤0.01%
+42
618
$3.42K ﹤0.01%
+56
619
$3.39K ﹤0.01%
+200
620
$3.38K ﹤0.01%
+15
621
$3.25K ﹤0.01%
+218
622
$3.25K ﹤0.01%
+39
623
$3.16K ﹤0.01%
+59
624
$3.12K ﹤0.01%
+26
625
$3K ﹤0.01%
+36
23 24
25
26 27