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
$282M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.03M
3
+$1.77M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.58M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.48M

Top Sells

1
+$1.43M
2
+$624K
3
+$365K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$332K
5
GT icon
Goodyear
GT
+$308K

Sector Composition

1 Industrials 5.14%
2 Technology 5.11%
3 Financials 4.99%
4 Consumer Discretionary 3.91%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.29%
4,315
+959
52
$796K 0.28%
2,609
+563
53
$782K 0.28%
5,140
+656
54
$778K 0.28%
12,157
+3,729
55
$761K 0.27%
14,058
+2,539
56
$758K 0.27%
34,855
-3,673
57
$746K 0.26%
3,384
+1,945
58
$740K 0.26%
3,120
-2,629
59
$726K 0.26%
12,487
-5,718
60
$723K 0.26%
5,112
+1,309
61
$676K 0.24%
1,103
+5
62
$661K 0.23%
2,072
-230
63
$637K 0.23%
5,315
-25
64
$561K 0.2%
42,000
65
$552K 0.2%
11,258
+2,439
66
$519K 0.18%
15,749
-3,499
67
$518K 0.18%
7,205
-2,931
68
$518K 0.18%
6,458
+663
69
$514K 0.18%
4,980
70
$503K 0.18%
12,995
+4,257
71
$496K 0.18%
8,530
-1,312
72
$469K 0.17%
2,466
73
$468K 0.17%
1,882
+442
74
$451K 0.16%
7,143
+16
75
$445K 0.16%
+6,031
1 2
3
4 5