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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$770K
3
+$601K
4
FIW icon
First Trust Water ETF
FIW
+$542K
5
PCAR icon
PACCAR
PCAR
+$510K

Top Sells

1
+$1.1M
2
+$793K
3
+$766K
4
GILD icon
Gilead Sciences
GILD
+$678K
5
CPA icon
Copa Holdings
CPA
+$673K

Sector Composition

1 Technology 6.57%
2 Financials 4.98%
3 Industrials 3.87%
4 Healthcare 3.52%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$789K 0.29%
6,682
-60
52
$778K 0.29%
14,104
53
$770K 0.28%
+12,579
54
$766K 0.28%
7,603
-3
55
$766K 0.28%
15,191
+374
56
$764K 0.28%
4,387
+171
57
$758K 0.28%
4,740
+155
58
$758K 0.28%
4,333
+1,113
59
$748K 0.28%
12,539
60
$740K 0.27%
2,497
+5
61
$734K 0.27%
1,680
+45
62
$724K 0.27%
2,590
+161
63
$723K 0.27%
14,316
-3,142
64
$717K 0.26%
8,572
-776
65
$706K 0.26%
35,353
+2,757
66
$704K 0.26%
4,540
+4
67
$695K 0.26%
11,436
-264
68
$684K 0.25%
6,270
-4,801
69
$672K 0.25%
4,153
-17
70
$670K 0.25%
5,178
+1,983
71
$667K 0.25%
23,087
+481
72
$653K 0.24%
12,389
+1,540
73
$634K 0.23%
3,733
-42
74
$616K 0.23%
27,926
-196
75
$607K 0.22%
30,307
+1,813
1 2
3
4 5