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
676
$61 ﹤0.01%
+1
677
$56 ﹤0.01%
+5
678
$53 ﹤0.01%
+1
679
$46 ﹤0.01%
+1
680
– –
0
681
$16 ﹤0.01%
+1
682
$13 ﹤0.01%
+1
683
– –
0
684
$10 ﹤0.01%
+1
685
– –
0
686
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0
687
– –
0
688
– –
0
689
$3 ﹤0.01%
+1
690
– –
0
691
$2 ﹤0.01%
+1
692
$2 ﹤0.01%
+2
693
– –
0
694
$1 ﹤0.01%
+1
695
– –
0
696
– –
0
697
– –
-11,162
698
– –
0
699
– –
0
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