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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.4M
3
+$8.16M
4
OEF icon
iShares S&P 100 ETF
OEF
+$7.98M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.34%
2 Healthcare 5.23%
3 Communication Services 4.58%
4 Consumer Discretionary 4.24%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$439K 0.36%
+25,129
52
$438K 0.36%
+11,775
53
$430K 0.35%
+18,700
54
$426K 0.35%
+8,581
55
$422K 0.34%
+7,580
56
$420K 0.34%
+8,125
57
$417K 0.34%
+6,171
58
$415K 0.34%
+2,237
59
$410K 0.33%
+9,409
60
$406K 0.33%
+3,617
61
$401K 0.33%
+3,949
62
$398K 0.32%
+13,956
63
$391K 0.32%
+4,575
64
$389K 0.32%
+20,516
65
$379K 0.31%
+1,952
66
$376K 0.31%
+5,624
67
$372K 0.3%
+2,374
68
$372K 0.3%
+6,210
69
$370K 0.3%
+3,536
70
$366K 0.3%
+3,990
71
$364K 0.3%
+5,540
72
$363K 0.3%
+3,688
73
$363K 0.3%
+6,410
74
$360K 0.29%
+10,609
75
$353K 0.29%
+16,229
1 2
3
4 5