MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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%
+138
652
$8K ﹤0.01%
+300
653
$8K ﹤0.01%
+120
654
$7K ﹤0.01%
+252
655
$7K ﹤0.01%
+127
656
$7K ﹤0.01%
+400
657
$7K ﹤0.01%
+288
658
$7K ﹤0.01%
+62
659
$7K ﹤0.01%
+334
660
$7K ﹤0.01%
+56
661
$7K ﹤0.01%
+56
662
$7K ﹤0.01%
+40
663
$7K ﹤0.01%
+309
664
$7K ﹤0.01%
+254
665
$7K ﹤0.01%
+300
666
$7K ﹤0.01%
+100
667
$7K ﹤0.01%
+1,155
668
$6K ﹤0.01%
+59
669
$6K ﹤0.01%
+52
670
$6K ﹤0.01%
+161
671
$6K ﹤0.01%
+160
672
$6K ﹤0.01%
+150
673
$6K ﹤0.01%
+150
674
$6K ﹤0.01%
+6
675
$6K ﹤0.01%
+308
25 26
27
28 29