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
626
$2.98K ﹤0.01%
+50
627
$2.98K ﹤0.01%
+1,000
628
$2.94K ﹤0.01%
+68
629
$2.72K ﹤0.01%
+7
630
$2.71K ﹤0.01%
+254
631
$2.58K ﹤0.01%
+100
632
$2.52K ﹤0.01%
+10
633
$2.4K ﹤0.01%
+20
634
$2.25K ﹤0.01%
+37
635
$2.19K ﹤0.01%
+38
636
$2.17K ﹤0.01%
+111
637
$2.08K ﹤0.01%
+80
638
$2.04K ﹤0.01%
+12
639
$2.02K ﹤0.01%
+60
640
$1.98K ﹤0.01%
+16
641
$1.74K ﹤0.01%
+150
642
$1.73K ﹤0.01%
+6
643
$1.61K ﹤0.01%
+17
644
$1.57K ﹤0.01%
+14
645
$1.57K ﹤0.01%
+17
646
$1.56K ﹤0.01%
+19
647
$1.5K ﹤0.01%
+200
648
$1.49K ﹤0.01%
+122
649
$1.48K ﹤0.01%
+15
650
$1.47K ﹤0.01%
+45
24 25
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