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
651
$1.36K ﹤0.01%
+8
652
$1.29K ﹤0.01%
+4
653
$1.27K ﹤0.01%
+74
654
$1.23K ﹤0.01%
+33
655
$1.19K ﹤0.01%
+12
656
$1.07K ﹤0.01%
+22
657
$1.03K ﹤0.01%
+8
658
$1.01K ﹤0.01%
+6
659
$1K ﹤0.01%
+13
660
$939 ﹤0.01%
+14
661
$821 ﹤0.01%
+16
662
$678 ﹤0.01%
+47
663
$665 ﹤0.01%
+150
664
$656 ﹤0.01%
+4
665
$530 ﹤0.01%
+28
666
$329 ﹤0.01%
+8
667
– –
0
668
$224 ﹤0.01%
+27
669
$221 ﹤0.01%
+5
670
$212 ﹤0.01%
+14
671
$99 ﹤0.01%
+1
672
$84 ﹤0.01%
+1
673
$79 ﹤0.01%
+4
674
$74 ﹤0.01%
+1
675
$71 ﹤0.01%
+5
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