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
626
$10K 0.01%
+500
627
$10K 0.01%
+190
628
$9K 0.01%
+60
629
$9K 0.01%
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630
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+163
631
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632
$9K 0.01%
+500
633
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+86
634
$9K 0.01%
+55
635
$9K 0.01%
+2,054
636
$9K 0.01%
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637
$9K 0.01%
+402
638
$9K 0.01%
+208
639
$9K 0.01%
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640
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641
$9K 0.01%
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642
$9K 0.01%
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643
$8K ﹤0.01%
+415
644
$8K ﹤0.01%
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645
$8K ﹤0.01%
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646
$8K ﹤0.01%
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647
$8K ﹤0.01%
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648
$8K ﹤0.01%
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649
$8K ﹤0.01%
+540
650
$8K ﹤0.01%
+175
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