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
$285M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$830K
3
+$800K
4
DELL icon
Dell
DELL
+$782K
5
GLD icon
SPDR Gold Trust
GLD
+$754K

Top Sells

1
+$2.95M
2
+$2.5M
3
+$1.72M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$996K
5
TAP icon
Molson Coors Class B
TAP
+$917K

Sector Composition

1 Technology 8.21%
2 Financials 5.9%
3 Industrials 3.7%
4 Healthcare 3.16%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$839K 0.29%
27,376
+2,785
52
$830K 0.29%
+7,603
53
$800K 0.28%
+23,738
54
$798K 0.28%
14,200
+1,305
55
$783K 0.28%
73,678
+16,298
56
$782K 0.27%
+5,673
57
$771K 0.27%
44,390
-13,946
58
$756K 0.27%
4,410
-133
59
$734K 0.26%
23,597
+2,749
60
$728K 0.26%
3,232
+869
61
$719K 0.25%
5,811
-428
62
$714K 0.25%
34,254
+1,945
63
$710K 0.25%
4,861
-187
64
$704K 0.25%
5,901
+628
65
$656K 0.23%
2,573
+76
66
$655K 0.23%
30,352
-1,067
67
$642K 0.23%
3,524
-13
68
$637K 0.22%
34,850
+5,359
69
$629K 0.22%
19,615
-5,861
70
$624K 0.22%
+26,127
71
$619K 0.22%
10,308
-1,743
72
$612K 0.22%
10,752
-239
73
$608K 0.21%
14,731
-9,635
74
$600K 0.21%
13,027
+2,201
75
$577K 0.2%
1,837
1 2
3
4 5