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
$260M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.39M
3
+$4.05M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.31M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.54M

Top Sells

1
+$9.58M
2
+$7.8M
3
+$6.01M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.88M

Sector Composition

1 Technology 6.11%
2 Industrials 4.2%
3 Financials 3.08%
4 Healthcare 3.03%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$834K 0.32%
40,250
-1,750
52
$786K 0.3%
13,663
-229
53
$759K 0.29%
12,900
-26,225
54
$742K 0.29%
2,072
-165
55
$722K 0.28%
4,408
-745
56
$704K 0.27%
4,202
+2,426
57
$674K 0.26%
5,040
+60
58
$651K 0.25%
12,212
-2,645
59
$643K 0.25%
12,145
-17,704
60
$633K 0.24%
4,205
-1,545
61
$631K 0.24%
10,378
-1,245
62
$628K 0.24%
5,315
-29
63
$588K 0.23%
1,838
+411
64
$585K 0.23%
4,407
-8,196
65
$575K 0.22%
11,030
-151
66
$549K 0.21%
6,986
-4,116
67
$537K 0.21%
6,177
-1,564
68
$532K 0.2%
5,406
-1,039
69
$521K 0.2%
11,070
+2,505
70
$504K 0.19%
2,483
-9
71
$489K 0.19%
10,626
-23,485
72
$480K 0.18%
2,920
-2,460
73
$476K 0.18%
14,102
+1
74
$475K 0.18%
2,233
-160
75
$458K 0.18%
3,440
1 2
3
4 5