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
$128M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.91M
3
+$1.73M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$853K
5
SYY icon
Sysco
SYY
+$655K

Top Sells

1
+$726K
2
+$476K
3
+$269K
4
ACN icon
Accenture
ACN
+$264K
5
BANR icon
Banner Corp
BANR
+$259K

Sector Composition

1 Technology 6.18%
2 Industrials 3.92%
3 Consumer Staples 2.82%
4 Consumer Discretionary 2.35%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$378K 0.29%
2,100
-40
52
$378K 0.29%
12,207
-2,077
53
$377K 0.29%
9,222
-437
54
$322K 0.25%
69,313
55
$320K 0.25%
30,918
-70
56
$318K 0.25%
18,585
+633
57
$315K 0.25%
35,880
58
$307K 0.24%
5,741
-284
59
$307K 0.24%
+2,789
60
$307K 0.24%
+5,291
61
$294K 0.23%
6,538
62
$293K 0.23%
7,146
-326
63
$290K 0.23%
3,223
-362
64
$290K 0.23%
2,278
65
$287K 0.22%
15,941
+3,725
66
$279K 0.22%
53,150
67
$278K 0.22%
7,341
-75
68
$273K 0.21%
+6,159
69
$272K 0.21%
1
70
$268K 0.21%
9,093
-90
71
$268K 0.21%
20,153
-3,992
72
$264K 0.21%
2,549
-40
73
$262K 0.2%
54,227
74
$250K 0.19%
3,432
-673
75
$242K 0.19%
1,810
-180
1 2
3
4 5