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
701
$5K ﹤0.01%
+37
702
$5K ﹤0.01%
+225
703
$5K ﹤0.01%
+200
704
$5K ﹤0.01%
+38
705
$5K ﹤0.01%
+145
706
$5K ﹤0.01%
+40
707
$5K ﹤0.01%
+102
708
$5K ﹤0.01%
+155
709
$4K ﹤0.01%
+600
710
$4K ﹤0.01%
+904
711
$4K ﹤0.01%
+400
712
$4K ﹤0.01%
+890
713
$4K ﹤0.01%
+90
714
$4K ﹤0.01%
+25
715
$4K ﹤0.01%
+125
716
$4K ﹤0.01%
+100
717
$4K ﹤0.01%
+70
718
$4K ﹤0.01%
+243
719
$4K ﹤0.01%
+500
720
$4K ﹤0.01%
+20
721
$4K ﹤0.01%
+179
722
$4K ﹤0.01%
+100
723
$4K ﹤0.01%
+157
724
$4K ﹤0.01%
+32
725
$4K ﹤0.01%
+72
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