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
$240M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.69M
3
+$1.52M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$538K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$418K

Top Sells

1
+$1.15M
2
+$1.08M
3
+$949K
4
MSFT icon
Microsoft
MSFT
+$624K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$461K

Sector Composition

1 Technology 5.2%
2 Financials 4.8%
3 Consumer Discretionary 4.11%
4 Healthcare 2.91%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.24%
5,340
-233
52
$578K 0.24%
9,842
-6,436
53
$575K 0.24%
7,370
-1,129
54
$570K 0.24%
4,484
-1,229
55
$564K 0.23%
3,803
-516
56
$551K 0.23%
3,356
+4
57
$549K 0.23%
7,120
-1,240
58
$548K 0.23%
42,000
59
$543K 0.23%
2,046
-1,227
60
$529K 0.22%
12,026
-184
61
$521K 0.22%
1,098
+171
62
$501K 0.21%
19,248
-1,089
63
$442K 0.18%
7,127
-3,554
64
$436K 0.18%
4,980
65
$426K 0.18%
3,639
66
$420K 0.17%
8,428
-1,753
67
$417K 0.17%
+10,136
68
$396K 0.16%
1,708
-14
69
$396K 0.16%
2,466
-187
70
$396K 0.16%
6,791
71
$395K 0.16%
1,938
72
$394K 0.16%
4,439
+152
73
$391K 0.16%
+9,822
74
$384K 0.16%
10,429
-3,551
75
$382K 0.16%
1,563
+14
1 2
3
4 5