MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
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
676
$6K ﹤0.01%
+161
677
$6K ﹤0.01%
+160
678
$6K ﹤0.01%
+150
679
$6K ﹤0.01%
+150
680
$6K ﹤0.01%
+6
681
$5K ﹤0.01%
+276
682
$5K ﹤0.01%
+104
683
$5K ﹤0.01%
+40
684
$5K ﹤0.01%
+400
685
$5K ﹤0.01%
+1,000
686
$5K ﹤0.01%
+122
687
$5K ﹤0.01%
+141
688
$5K ﹤0.01%
+37
689
$5K ﹤0.01%
+225
690
$5K ﹤0.01%
+946
691
$5K ﹤0.01%
+105
692
$5K ﹤0.01%
+268
693
$5K ﹤0.01%
+60
694
$5K ﹤0.01%
+103
695
$5K ﹤0.01%
+200
696
$5K ﹤0.01%
+100
697
$5K ﹤0.01%
+200
698
$5K ﹤0.01%
+87
699
$5K ﹤0.01%
+295
700
$5K ﹤0.01%
+145
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