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
$171M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.97M
3
+$4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$3.22M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.9M

Top Sells

1
+$3.62M
2
+$2.91M
3
+$2.67M
4
BGS icon
B&G Foods
BGS
+$708K
5
SYY icon
Sysco
SYY
+$655K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 2.71%
3 Healthcare 2.56%
4 Consumer Staples 2.12%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$466K 0.27%
24,596
+6,011
52
$436K 0.25%
69,313
53
$426K 0.25%
4,525
+1,302
54
$424K 0.25%
13,659
+1,452
55
$406K 0.24%
2,391
+291
56
$394K 0.23%
96,822
57
$393K 0.23%
+3,409
58
$389K 0.23%
1,067
+448
59
$388K 0.23%
3,995
+546
60
$372K 0.22%
+2,926
61
$369K 0.22%
+5,954
62
$369K 0.22%
+1,250
63
$365K 0.21%
35,880
64
$360K 0.21%
5,080
+1,040
65
$354K 0.21%
3,874
+1,208
66
$348K 0.2%
2,129
-149
67
$345K 0.2%
+5,752
68
$342K 0.2%
+8,783
69
$338K 0.2%
5,547
-194
70
$330K 0.19%
6,712
+174
71
$328K 0.19%
6,885
-261
72
$325K 0.19%
8,151
+810
73
$310K 0.18%
54,227
74
$305K 0.18%
9,551
-17,701
75
$299K 0.17%
2,549
1 2
3
4 5