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
$155M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.8M
3
+$8.59M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.59M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.76M

Top Sells

1
+$9.07M
2
+$5.97M
3
+$5.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.34M

Sector Composition

1 Technology 3.74%
2 Healthcare 2.88%
3 Consumer Staples 2.12%
4 Industrials 1.96%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.33%
17,250
52
$506K 0.33%
8,196
-8,527
53
$491K 0.32%
9,528
-8,986
54
$483K 0.31%
3,703
-3,576
55
$454K 0.29%
+96,822
56
$446K 0.29%
2,140
-213
57
$443K 0.29%
6,796
-78
58
$440K 0.28%
31,025
-1,643
59
$435K 0.28%
53,150
60
$432K 0.28%
40,099
61
$431K 0.28%
+2,281
62
$429K 0.28%
35,880
63
$412K 0.27%
2,435
-2,033
64
$410K 0.27%
69,313
65
$406K 0.26%
6,538
66
$393K 0.25%
5,181
-1,548
67
$385K 0.25%
7,722
-19,490
68
$368K 0.24%
62,999
69
$358K 0.23%
16,129
70
$355K 0.23%
+1,325
71
$353K 0.23%
2,967
-1,069
72
$347K 0.22%
54,227
73
$342K 0.22%
7,589
-14,214
74
$333K 0.22%
8,424
-7,602
75
$323K 0.21%
41,400
-6,000
1 2
3
4 5