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
$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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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%
+155
727
$4K ﹤0.01%
+114
728
$4K ﹤0.01%
+85
729
$4K ﹤0.01%
+141
730
$4K ﹤0.01%
+55
731
$4K ﹤0.01%
+30
732
$4K ﹤0.01%
+23
733
$3K ﹤0.01%
+111
734
$3K ﹤0.01%
+101
735
$3K ﹤0.01%
+260
736
$3K ﹤0.01%
+70
737
$3K ﹤0.01%
+58
738
$3K ﹤0.01%
+44
739
$3K ﹤0.01%
+97
740
$3K ﹤0.01%
+53
741
$3K ﹤0.01%
+55
742
$3K ﹤0.01%
+100
743
$3K ﹤0.01%
+322
744
$3K ﹤0.01%
+90
745
$3K ﹤0.01%
+105
746
$3K ﹤0.01%
+74
747
$3K ﹤0.01%
+110
748
$3K ﹤0.01%
+131
749
$3K ﹤0.01%
+33
750
$3K ﹤0.01%
+100
28 29
30
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