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
$299M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$4.53M
3
+$3.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.36M

Top Sells

1
+$25M
2
+$7.53M
3
+$4.27M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Sector Composition

1 Technology 7.39%
2 Financials 5.85%
3 Industrials 3.25%
4 Healthcare 2.59%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$872K 0.29%
7,437
-1,280
52
$852K 0.28%
73,359
-319
53
$828K 0.28%
23,879
+282
54
$746K 0.25%
35,619
+1,365
55
$725K 0.24%
9,788
-964
56
$718K 0.24%
33,895
-955
57
$707K 0.24%
7,361
+407
58
$678K 0.23%
5,716
+43
59
$671K 0.22%
3,696
-146
60
$670K 0.22%
30,365
+4,238
61
$666K 0.22%
10,275
-33
62
$666K 0.22%
13,605
+578
63
$652K 0.22%
9,283
-491
64
$642K 0.21%
3,249
-1,161
65
$633K 0.21%
10,321
+19
66
$592K 0.2%
1,837
67
$581K 0.19%
6,448
-150
68
$577K 0.19%
1,283
-141
69
$569K 0.19%
11,653
-50
70
$563K 0.19%
3,476
-1,385
71
$526K 0.18%
5,598
+1,233
72
$516K 0.17%
3,953
-403
73
$516K 0.17%
1,904
-88
74
$504K 0.17%
2,965
-526
75
$500K 0.17%
1,415
1 2
3
4 5