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
676
$6K ﹤0.01%
+150
677
$6K ﹤0.01%
+150
678
$6K ﹤0.01%
+6
679
$6K ﹤0.01%
+308
680
$6K ﹤0.01%
+93
681
$5K ﹤0.01%
+946
682
$5K ﹤0.01%
+105
683
$5K ﹤0.01%
+805
684
$5K ﹤0.01%
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685
$5K ﹤0.01%
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686
$5K ﹤0.01%
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687
$5K ﹤0.01%
+400
688
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689
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690
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691
$5K ﹤0.01%
+200
692
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693
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694
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695
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696
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+1,000
697
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+141
698
$5K ﹤0.01%
+37
699
$5K ﹤0.01%
+225
700
$5K ﹤0.01%
+200