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
51
$484K 0.29%
3,661
+703
52
$484K 0.29%
11,020
+245
53
$483K 0.29%
6,640
-3,760
54
$465K 0.28%
8,265
+140
55
$455K 0.27%
7,660
+80
56
$454K 0.27%
6,684
57
$454K 0.27%
6,250
+40
58
$445K 0.27%
6,620
+1,080
59
$441K 0.26%
+4,400
60
$440K 0.26%
3,225
-860
61
$440K 0.26%
9,451
+42
62
$437K 0.26%
12,035
+260
63
$433K 0.26%
3,914
-35
64
$431K 0.26%
25,129
65
$429K 0.26%
3,668
+132
66
$422K 0.25%
31,960
+5,335
67
$419K 0.25%
3,424
+720
68
$413K 0.25%
2,474
+100
69
$412K 0.25%
8,911
+330
70
$409K 0.25%
3,628
+11
71
$408K 0.24%
4,803
+836
72
$406K 0.24%
205
+35
73
$393K 0.24%
16,241
-4,275
74
$393K 0.24%
6,930
+155
75
$389K 0.23%
23,360
+510
1 2
3
4 5