MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
651
$8K ﹤0.01%
+540
652
$8K ﹤0.01%
+175
653
$8K ﹤0.01%
+120
654
$7K ﹤0.01%
+127
655
$7K ﹤0.01%
+400
656
$7K ﹤0.01%
+288
657
$7K ﹤0.01%
+62
658
$7K ﹤0.01%
+334
659
$7K ﹤0.01%
+56
660
$7K ﹤0.01%
+40
661
$7K ﹤0.01%
+309
662
$7K ﹤0.01%
+252
663
$7K ﹤0.01%
+254
664
$7K ﹤0.01%
+300
665
$7K ﹤0.01%
+56
666
$7K ﹤0.01%
+100
667
$7K ﹤0.01%
+1,155
668
$6K ﹤0.01%
+52
669
$6K ﹤0.01%
+161
670
$6K ﹤0.01%
+160
671
$6K ﹤0.01%
+150
672
$6K ﹤0.01%
+150
673
$6K ﹤0.01%
+6
674
$6K ﹤0.01%
+56
675
$6K ﹤0.01%
+143
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