MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$851K
3
+$834K
4
VZ icon
Verizon
VZ
+$772K
5
B
Barrick Mining
B
+$654K

Top Sells

1
+$833K
2
+$754K
3
+$741K
4
AYI icon
Acuity Brands
AYI
+$738K
5
SF icon
Stifel
SF
+$735K

Sector Composition

1 Industrials 7.83%
2 Financials 7.72%
3 Technology 6.99%
4 Consumer Discretionary 2.16%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$916K 0.27%
25,141
+5,101
52
$909K 0.27%
13,559
-1,461
53
$888K 0.27%
12,544
-628
54
$887K 0.27%
9,343
+1,144
55
$877K 0.26%
2,506
+157
56
$876K 0.26%
+10,338
57
$850K 0.25%
+14,494
58
$845K 0.25%
8,243
-290
59
$828K 0.25%
1,000
60
$804K 0.24%
36,592
+39
61
$801K 0.24%
10,075
+1,083
62
$782K 0.23%
15,658
+653
63
$771K 0.23%
+17,827
64
$764K 0.23%
36,688
-613
65
$761K 0.23%
13,266
+4,290
66
$740K 0.22%
30,779
+5,633
67
$729K 0.22%
1
68
$722K 0.22%
6,581
-3,438
69
$713K 0.21%
12,876
+828
70
$713K 0.21%
2,665
+583
71
$696K 0.21%
+33,434
72
$684K 0.2%
4,638
-1,954
73
$672K 0.2%
6,232
+473
74
$669K 0.2%
5,716
+636
75
$662K 0.2%
1,808
-29
1 2
3
4 5