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
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1 +$666K
2 +$565K
3 +$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$408K

Top Sells

1 +$274K
2 +$253K
3 +$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$4K ﹤0.01%
+25
727
$4K ﹤0.01%
+55
728
$4K ﹤0.01%
+30
729
$4K ﹤0.01%
+600
730
$4K ﹤0.01%
+904
731
$4K ﹤0.01%
+23
732
$4K ﹤0.01%
+20
733
$3K ﹤0.01%
+74
734
$3K ﹤0.01%
+110
735
$3K ﹤0.01%
+131
736
$3K ﹤0.01%
+105
737
$3K ﹤0.01%
+33
738
$3K ﹤0.01%
+100
739
$3K ﹤0.01%
+24
740
$3K ﹤0.01%
+111
741
$3K ﹤0.01%
+90
742
$3K ﹤0.01%
+101
743
$3K ﹤0.01%
+85
744
$3K ﹤0.01%
+260
745
$3K ﹤0.01%
+62
746
$3K ﹤0.01%
+70
747
$3K ﹤0.01%
+58
748
$3K ﹤0.01%
+44
749
$3K ﹤0.01%
+97
750
$3K ﹤0.01%
+53