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
-$140K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.1M
3
+$3.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.79M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.71M

Top Sells

1
+$2.99M
2
+$2.9M
3
+$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$2.21M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.03M

Sector Composition

1 Technology 5.35%
2 Healthcare 4.28%
3 Industrials 3.32%
4 Financials 3.11%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.27%
15,371
-9,513
52
$596K 0.26%
27,806
-4,037
53
$589K 0.26%
6,179
+606
54
$584K 0.26%
12,563
55
$580K 0.26%
10,043
+133
56
$561K 0.25%
2,033
-261
57
$558K 0.25%
9,935
+5,992
58
$553K 0.24%
5,716
-4
59
$539K 0.24%
2,017
60
$517K 0.23%
14,104
61
$515K 0.23%
6,563
-300
62
$499K 0.22%
7,017
+800
63
$497K 0.22%
9,814
-8,890
64
$494K 0.22%
40,660
+30
65
$485K 0.21%
4,927
-286
66
$436K 0.19%
2,324
67
$434K 0.19%
1,635
68
$428K 0.19%
1,662
-51
69
$426K 0.19%
1,625
-259
70
$421K 0.19%
4,370
+1,853
71
$421K 0.19%
4,400
72
$406K 0.18%
1
73
$392K 0.17%
4,990
+1,071
74
$382K 0.17%
1,691
75
$382K 0.17%
3,379
+237
1 2
3
4 5