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
$263M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.81M
3
+$2.25M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.1M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.09M

Top Sells

1
+$6.94M
2
+$3.48M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M

Sector Composition

1 Technology 6.95%
2 Financials 3.92%
3 Healthcare 3.75%
4 Industrials 2.78%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.27%
13,594
-1,025
52
$703K 0.27%
9,137
-22
53
$701K 0.27%
+37,056
54
$698K 0.27%
4,479
+47
55
$694K 0.26%
6,369
+3,140
56
$692K 0.26%
12,629
-154
57
$688K 0.26%
14,415
+1,484
58
$683K 0.26%
+27,128
59
$675K 0.26%
11,875
-3,789
60
$675K 0.26%
7,134
+120
61
$672K 0.26%
4,099
+202
62
$654K 0.25%
5,574
+1,091
63
$640K 0.24%
2,358
+397
64
$637K 0.24%
4,400
+1,242
65
$624K 0.24%
6,523
-13
66
$613K 0.23%
14,320
+2,115
67
$611K 0.23%
+17,216
68
$594K 0.23%
+13,878
69
$592K 0.22%
17,545
+3,111
70
$590K 0.22%
7,245
+347
71
$588K 0.22%
14,104
72
$578K 0.22%
3,796
-632
73
$574K 0.22%
5,261
+47
74
$572K 0.22%
6,498
75
$571K 0.22%
3,730
-9,513
1 2
3
4 5