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
$207M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.14M
3
+$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.36M
5
AAPL icon
Apple
AAPL
+$1.06M

Top Sells

1
+$3.66M
2
+$663K
3
+$592K
4
ASG
Liberty All-Star Growth Fund
ASG
+$436K
5
CMU
MFS High Yield Municipal Trust
CMU
+$394K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 4.13%
3 Healthcare 3.48%
4 Industrials 2.4%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.33%
8,499
+402
52
$644K 0.31%
10,681
-450
53
$636K 0.31%
33,389
+8,793
54
$607K 0.29%
5,573
+1,699
55
$599K 0.29%
4,319
+246
56
$580K 0.28%
8,360
+2,608
57
$568K 0.27%
+42,000
58
$558K 0.27%
12,068
+3,285
59
$550K 0.27%
5,713
+1,188
60
$541K 0.26%
3,188
+797
61
$540K 0.26%
+34,411
62
$527K 0.26%
10,181
-1,439
63
$487K 0.24%
13,980
+321
64
$480K 0.23%
12,210
-1,301
65
$479K 0.23%
3,352
+426
66
$440K 0.21%
+2,653
67
$435K 0.21%
3,133
+719
68
$422K 0.2%
3,639
+230
69
$415K 0.2%
1,837
+538
70
$373K 0.18%
6,791
+79
71
$371K 0.18%
7,959
-192
72
$367K 0.18%
1,722
+335
73
$365K 0.18%
4,980
-100
74
$359K 0.17%
1,938
-191
75
$358K 0.17%
5,455
-499
1 2
3
4 5