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
651
$8K ﹤0.01%
+540
652
$8K ﹤0.01%
+175
653
$8K ﹤0.01%
+120
654
$7K ﹤0.01%
+40
655
$7K ﹤0.01%
+309
656
$7K ﹤0.01%
+252
657
$7K ﹤0.01%
+96
658
$7K ﹤0.01%
+400
659
$7K ﹤0.01%
+288
660
$7K ﹤0.01%
+62
661
$7K ﹤0.01%
+334
662
$7K ﹤0.01%
+56
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%
+56
669
$6K ﹤0.01%
+143
670
$6K ﹤0.01%
+200
671
$6K ﹤0.01%
+200
672
$6K ﹤0.01%
+59
673
$6K ﹤0.01%
+52
674
$6K ﹤0.01%
+161
675
$6K ﹤0.01%
+160