MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.33M
3
+$2.75M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.68M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.55M

Top Sells

1
+$7.24M
2
+$6.51M
3
+$3.43M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.89M
5
FIW icon
First Trust Water ETF
FIW
+$734K

Sector Composition

1 Industrials 8.72%
2 Financials 7.73%
3 Technology 5.77%
4 Consumer Discretionary 2.66%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$810K 0.26%
36,553
+976
52
$798K 0.26%
+1
53
$788K 0.25%
16,762
+3,987
54
$788K 0.25%
9,668
+2,392
55
$784K 0.25%
8,199
+1,175
56
$780K 0.25%
15,361
+1,384
57
$754K 0.24%
4,012
+1,202
58
$742K 0.24%
13,172
+1,836
59
$738K 0.24%
2,801
+691
60
$736K 0.24%
1,406
-644
61
$735K 0.24%
7,802
+1,376
62
$734K 0.24%
8,533
-815
63
$734K 0.24%
1,986
+490
64
$727K 0.23%
19,059
+3,561
65
$715K 0.23%
37,301
+3,136
66
$700K 0.22%
13,217
+4,472
67
$685K 0.22%
5,759
-1,699
68
$685K 0.22%
8,992
-10
69
$663K 0.21%
+20,040
70
$639K 0.21%
+25,146
71
$622K 0.2%
2,349
-252
72
$619K 0.2%
+1,064
73
$606K 0.19%
12,165
-1,757
74
$599K 0.19%
+20,148
75
$586K 0.19%
9,805
-90
1 2
3
4 5