MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.26%
29,046
-4,388
52
$943K 0.25%
11,804
-740
53
$907K 0.24%
14,097
-1,248
54
$891K 0.24%
8,811
-1,264
55
$865K 0.23%
12,834
+6,244
56
$857K 0.23%
7,019
-38
57
$838K 0.23%
13,380
+114
58
$822K 0.22%
14,185
-1,473
59
$821K 0.22%
18,685
+858
60
$798K 0.22%
7,832
-411
61
$796K 0.21%
23,944
-1,197
62
$786K 0.21%
11,424
-1,452
63
$780K 0.21%
35,352
-1,336
64
$754K 0.2%
1
65
$742K 0.2%
5,998
66
$731K 0.2%
20,586
+119
67
$730K 0.2%
35,784
-808
68
$728K 0.2%
9,040
69
$727K 0.2%
7,728
+1,929
70
$718K 0.19%
+9,523
71
$718K 0.19%
1,000
72
$714K 0.19%
5,625
+1,040
73
$707K 0.19%
22,712
-30,110
74
$692K 0.19%
4,442
-310
75
$688K 0.19%
4,619
+169
1 2
3
4 5