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
$286M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.31M
3
+$1.16M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.07M
5
GLD icon
SPDR Gold Trust
GLD
+$541K

Top Sells

1
+$6.42M
2
+$2.31M
3
+$1.8M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.34M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.28M

Sector Composition

1 Technology 6.69%
2 Financials 5.22%
3 Industrials 4.23%
4 Healthcare 3.61%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$826K 0.29%
4,283
+130
52
$823K 0.29%
6,239
-31
53
$819K 0.29%
11,444
+8
54
$811K 0.28%
16,349
+1,158
55
$809K 0.28%
5,273
+95
56
$799K 0.28%
5,048
57
$792K 0.28%
25,476
-12,615
58
$784K 0.27%
4,119
-621
59
$781K 0.27%
14,104
60
$776K 0.27%
997
-515
61
$771K 0.27%
2,105
+943
62
$767K 0.27%
12,895
+506
63
$767K 0.27%
24,591
+1,504
64
$766K 0.27%
3,675
+163
65
$751K 0.26%
12,051
-488
66
$740K 0.26%
3,738
-649
67
$704K 0.25%
2,497
68
$698K 0.24%
20,848
+453
69
$685K 0.24%
57,380
+1,866
70
$683K 0.24%
5,686
+1,341
71
$682K 0.24%
31,419
+3,493
72
$673K 0.24%
32,309
+2,002
73
$665K 0.23%
5,367
+146
74
$657K 0.23%
7,918
-2,187
75
$651K 0.23%
3,718
-15
1 2
3
4 5