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
$272M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.84M
3
+$1.39M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$842K
5
EYLD icon
Cambria Emerging Shareholder Yield ETF
EYLD
+$829K

Top Sells

1
+$1.74M
2
+$1.66M
3
+$1.37M
4
NFLX icon
Netflix
NFLX
+$1.08M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$959K

Sector Composition

1 Technology 6.49%
2 Industrials 4.06%
3 Healthcare 3.38%
4 Financials 2.72%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$646K 0.24%
8,446
+2,272
52
$633K 0.23%
5,346
+31
53
$624K 0.23%
16,633
+3,069
54
$622K 0.23%
7,585
+1,790
55
$586K 0.22%
2,636
-278
56
$584K 0.21%
6,889
-119
57
$577K 0.21%
8,601
-1,215
58
$574K 0.21%
3,520
+680
59
$570K 0.21%
1,991
+248
60
$552K 0.2%
4,046
-362
61
$549K 0.2%
11,717
-3,710
62
$530K 0.19%
1,573
-285
63
$529K 0.19%
18,931
-5,517
64
$529K 0.19%
1
65
$511K 0.19%
+4,614
66
$508K 0.19%
8,060
+300
67
$507K 0.19%
10,197
-357
68
$497K 0.18%
5,047
+35
69
$494K 0.18%
+18,973
70
$481K 0.18%
14,103
71
$480K 0.18%
2,905
-437
72
$470K 0.17%
2,324
-154
73
$464K 0.17%
+15,288
74
$461K 0.17%
2,150
+183
75
$458K 0.17%
6,538
-253
1 2
3
4 5