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
701
$5K ﹤0.01%
+38
702
$5K ﹤0.01%
+145
703
$5K ﹤0.01%
+40
704
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705
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706
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+155
707
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+122
708
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+104
709
$4K ﹤0.01%
+179
710
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+100
711
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+125
712
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+100
713
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714
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715
$4K ﹤0.01%
+890
716
$4K ﹤0.01%
+72
717
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718
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+155
719
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720
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+243
721
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+500
722
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+400
723
$4K ﹤0.01%
+114
724
$4K ﹤0.01%
+85
725
$4K ﹤0.01%
+141