MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $334M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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
626
$10K 0.01%
+190
627
$10K 0.01%
+144
628
$9K 0.01%
+60
629
$9K 0.01%
+402
630
$9K 0.01%
+208
631
$9K 0.01%
+389
632
$9K 0.01%
+163
633
$9K 0.01%
+342
634
$9K 0.01%
+176
635
$9K 0.01%
+500
636
$9K 0.01%
+86
637
$9K 0.01%
+55
638
$9K 0.01%
+2,054
639
$9K 0.01%
+184
640
$9K 0.01%
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641
$9K 0.01%
+175
642
$9K 0.01%
+182
643
$8K ﹤0.01%
+235
644
$8K ﹤0.01%
+415
645
$8K ﹤0.01%
+136
646
$8K ﹤0.01%
+138
647
$8K ﹤0.01%
+300
648
$8K ﹤0.01%
+95
649
$8K ﹤0.01%
+460
650
$8K ﹤0.01%
+243