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
$243M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.16M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.52M

Top Sells

1
+$3.67M
2
+$3.06M
3
+$2.28M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.26M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.38M

Sector Composition

1 Technology 5.25%
2 Healthcare 4.56%
3 Financials 3.7%
4 Industrials 2.64%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.27%
9,718
-325
52
$654K 0.27%
5,959
+243
53
$647K 0.27%
12,645
+82
54
$642K 0.26%
2,033
55
$641K 0.26%
12,502
-5,736
56
$606K 0.25%
9,589
+2,682
57
$594K 0.24%
40,670
+10
58
$594K 0.24%
27,372
-434
59
$594K 0.24%
14,104
60
$567K 0.23%
4,935
+8
61
$549K 0.23%
6,563
62
$540K 0.22%
19,666
+4,299
63
$514K 0.21%
1,932
-85
64
$514K 0.21%
6,618
-1,154
65
$512K 0.21%
9,657
-157
66
$510K 0.21%
+7,420
67
$507K 0.21%
7,046
+29
68
$486K 0.2%
+4,175
69
$482K 0.2%
1,456
+466
70
$469K 0.19%
1
71
$460K 0.19%
2,311
-13
72
$457K 0.19%
3,467
+4
73
$457K 0.19%
1,773
+390
74
$455K 0.19%
4,015
-159
75
$442K 0.18%
942
-1
1 2
3
4 5