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
$314M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.13M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$977K

Top Sells

1
+$1.5M
2
+$309K
3
+$295K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$243K
5
BEN icon
Franklin Resources
BEN
+$220K

Sector Composition

1 Technology 5.49%
2 Financials 5.42%
3 Industrials 5.37%
4 Consumer Discretionary 3.94%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.31%
7,724
+5,397
52
$947K 0.3%
1,792
53
$926K 0.29%
2,903
+294
54
$925K 0.29%
5,380
+40
55
$913K 0.29%
16,009
+1,951
56
$876K 0.28%
+18,580
57
$852K 0.27%
5,750
+638
58
$840K 0.27%
42,000
59
$834K 0.27%
14,857
+2,700
60
$814K 0.26%
11,102
-110
61
$811K 0.26%
+13,892
62
$801K 0.25%
5,153
+13
63
$798K 0.25%
3,120
64
$793K 0.25%
2,237
+165
65
$744K 0.24%
3,384
66
$708K 0.23%
11,623
-864
67
$630K 0.2%
15,279
+2,284
68
$627K 0.2%
33,274
-1,581
69
$620K 0.2%
5,344
+29
70
$618K 0.2%
6,445
-13
71
$608K 0.19%
4,980
72
$602K 0.19%
11,181
-77
73
$583K 0.19%
2,393
+511
74
$560K 0.18%
15,101
-648
75
$550K 0.18%
7,741
+536
1 2
3
4 5