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
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$795K
3
+$748K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
MEDP icon
Medpace
MEDP
+$677K

Top Sells

1
+$424K
2
+$312K
3
+$50.3K
4
ABBV icon
AbbVie
ABBV
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$26.4K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.39%
5,566
+384
52
$625K 0.39%
10,660
+5,720
53
$616K 0.38%
+6,478
54
$607K 0.37%
12,039
+841
55
$601K 0.37%
+3,412
56
$580K 0.36%
7,307
+2,762
57
$576K 0.36%
17,727
+10,530
58
$553K 0.34%
13,830
+6,405
59
$552K 0.34%
3,177
+1,379
60
$549K 0.34%
10,105
+4,520
61
$527K 0.32%
+9,176
62
$519K 0.32%
4,599
+551
63
$516K 0.32%
+11,838
64
$505K 0.31%
4,098
+1,403
65
$503K 0.31%
28,520
+11,845
66
$500K 0.31%
6,282
+1,070
67
$498K 0.31%
14,595
+6,070
68
$497K 0.31%
2,981
+985
69
$489K 0.3%
6,628
+746
70
$479K 0.3%
41,945
+23,650
71
$468K 0.29%
+680
72
$463K 0.29%
7,140
+266
73
$445K 0.27%
10,965
+3,040
74
$437K 0.27%
11,470
+3,820
75
$429K 0.26%
+3,840
1 2
3
4 5