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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$601K 0.35%
3,463
-585
52
$598K 0.35%
2,806
-735
53
$593K 0.34%
7,413
+106
54
$590K 0.34%
16,026
-1,701
55
$588K 0.34%
6,438
-1,517
56
$553K 0.32%
2,864
-117
57
$546K 0.32%
10,080
-885
58
$545K 0.31%
+17,568
59
$528K 0.3%
6,729
-710
60
$524K 0.3%
9,229
+3,480
61
$520K 0.3%
5,035
+1,195
62
$520K 0.3%
+55,231
63
$516K 0.3%
2,795
-617
64
$508K 0.29%
9,400
-1,260
65
$499K 0.29%
4,008
-90
66
$485K 0.28%
5,340
-2,520
67
$479K 0.28%
+32,668
68
$476K 0.27%
10,779
-1,260
69
$473K 0.27%
+5,000
70
$471K 0.27%
4,036
-563
71
$470K 0.27%
5,028
-1,450
72
$463K 0.27%
4,222
-4,946
73
$458K 0.26%
2,645
-3,730
74
$452K 0.26%
6,874
-266
75
$449K 0.26%
1,697
-1,057
1 2
3
4 5