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

Top Buys

1
+$653K
2
+$551K
3
+$509K
4
AMZN icon
Amazon
AMZN
+$414K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$400K

Top Sells

1
+$253K
2
+$230K
3
+$202K
4
LEA icon
Lear
LEA
+$173K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$169K

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%
+100
727
$4K ﹤0.01%
+32
728
$4K ﹤0.01%
+243
729
$4K ﹤0.01%
+500
730
$4K ﹤0.01%
+400
731
$4K ﹤0.01%
+114
732
$4K ﹤0.01%
+30
733
$3K ﹤0.01%
+62
734
$3K ﹤0.01%
+74
735
$3K ﹤0.01%
+33
736
$3K ﹤0.01%
+100
737
$3K ﹤0.01%
+110
738
$3K ﹤0.01%
+131
739
$3K ﹤0.01%
+105
740
$3K ﹤0.01%
+24
741
$3K ﹤0.01%
+111
742
$3K ﹤0.01%
+90
743
$3K ﹤0.01%
+101
744
$3K ﹤0.01%
+85
745
$3K ﹤0.01%
+260
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
28 29
30
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