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
676
$6K ﹤0.01%
+56
677
$6K ﹤0.01%
+143
678
$6K ﹤0.01%
+200
679
$6K ﹤0.01%
+200
680
$6K ﹤0.01%
+93
681
$5K ﹤0.01%
+100
682
$5K ﹤0.01%
+805
683
$5K ﹤0.01%
+276
684
$5K ﹤0.01%
+100
685
$5K ﹤0.01%
+200
686
$5K ﹤0.01%
+87
687
$5K ﹤0.01%
+295
688
$5K ﹤0.01%
+122
689
$5K ﹤0.01%
+946
690
$5K ﹤0.01%
+105
691
$5K ﹤0.01%
+60
692
$5K ﹤0.01%
+40
693
$5K ﹤0.01%
+103
694
$5K ﹤0.01%
+400
695
$5K ﹤0.01%
+200
696
$5K ﹤0.01%
+145
697
$5K ﹤0.01%
+225
698
$5K ﹤0.01%
+1,000
699
$5K ﹤0.01%
+104
700
$5K ﹤0.01%
+141
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