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
$283M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.66M
3
+$1.01M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$946K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$650K

Top Sells

1
+$1.24M
2
+$1.1M
3
+$875K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$845K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$677K

Sector Composition

1 Technology 6.5%
2 Industrials 3.88%
3 Healthcare 3.06%
4 Financials 2.72%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.28%
12,797
-103
52
$776K 0.27%
15,427
+339
53
$770K 0.27%
1,858
+20
54
$758K 0.27%
4,361
+156
55
$748K 0.26%
5,315
56
$700K 0.25%
3,715
-724
57
$698K 0.25%
4,408
58
$682K 0.24%
13,245
+1,033
59
$674K 0.24%
9,816
-562
60
$663K 0.23%
4,580
-460
61
$654K 0.23%
7,008
+22
62
$641K 0.23%
2,478
-5
63
$624K 0.22%
+5,110
64
$593K 0.21%
4,593
-2,584
65
$587K 0.21%
3,342
-860
66
$569K 0.2%
1,099
-664
67
$566K 0.2%
9,577
68
$557K 0.2%
5,012
-1,165
69
$525K 0.19%
4,595
-811
70
$523K 0.18%
10,028
-1,042
71
$516K 0.18%
7,760
-1,500
72
$509K 0.18%
2,803
-50
73
$505K 0.18%
1,938
74
$504K 0.18%
14,103
+1
75
$503K 0.18%
2,237
+4
1 2
3
4 5