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
$226M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.7M
3
+$2.22M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.06M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M

Top Sells

1
+$5.76M
2
+$5.71M
3
+$3.04M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.9M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.03%
3 Industrials 3.47%
4 Financials 3.06%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$682K 0.3%
4,090
+123
52
$678K 0.3%
13,950
+5,890
53
$629K 0.28%
2,294
+33
54
$621K 0.27%
5,720
+374
55
$616K 0.27%
40,630
-570
56
$603K 0.27%
+12,563
57
$588K 0.26%
20,728
+4,095
58
$565K 0.25%
2,017
-83
59
$546K 0.24%
5,213
+609
60
$540K 0.24%
+7,555
61
$532K 0.23%
6,863
-26
62
$528K 0.23%
1,884
+906
63
$516K 0.23%
+5,573
64
$515K 0.23%
14,104
+1
65
$513K 0.23%
13,530
+3,307
66
$509K 0.22%
4,518
+472
67
$507K 0.22%
5,586
+972
68
$507K 0.22%
9,910
+5,589
69
$487K 0.22%
2,668
+518
70
$482K 0.21%
18,093
-880
71
$479K 0.21%
6,217
72
$479K 0.21%
4,400
-280
73
$478K 0.21%
21,991
-9,525
74
$476K 0.21%
1,713
+140
75
$462K 0.2%
9,045
+4,919
1 2
3
4 5