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
$260M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$581K
3
+$542K
4
RS icon
Reliance Steel & Aluminium
RS
+$503K
5
AEL
American Equity Investment Life Holding Company
AEL
+$458K

Top Sells

1
+$579K
2
+$540K
3
+$416K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402K
5
PEG icon
Public Service Enterprise Group
PEG
+$401K

Sector Composition

1 Technology 6.09%
2 Financials 4.15%
3 Healthcare 3.88%
4 Industrials 3.18%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$715K 0.28%
3,921
-129
52
$675K 0.26%
9,159
-240
53
$674K 0.26%
12,783
+138
54
$654K 0.25%
15,130
+5,462
55
$638K 0.25%
10,090
+2,670
56
$626K 0.24%
4,483
+1,188
57
$623K 0.24%
4,432
+417
58
$620K 0.24%
1,932
59
$610K 0.23%
9,010
-3,230
60
$606K 0.23%
12,041
+2,452
61
$602K 0.23%
3,897
+430
62
$596K 0.23%
13,178
+3,150
63
$583K 0.22%
+4,428
64
$581K 0.22%
+15,537
65
$581K 0.22%
1,065
+123
66
$572K 0.22%
25,780
-1,592
67
$567K 0.22%
6,536
+874
68
$565K 0.22%
7,087
+3,030
69
$564K 0.22%
42,055
+24,782
70
$563K 0.22%
1,638
-616
71
$558K 0.21%
12,865
+4,845
72
$547K 0.21%
6,898
+2,669
73
$546K 0.21%
6,642
+3,375
74
$542K 0.21%
+14,434
75
$539K 0.21%
12,205
+4,534
1 2
3
4 5