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
751
$3K ﹤0.01%
+24
752
$3K ﹤0.01%
+85
753
$3K ﹤0.01%
+62
754
$3K ﹤0.01%
+111
755
$2K ﹤0.01%
+400
756
$2K ﹤0.01%
+100
757
$2K ﹤0.01%
+75
758
$2K ﹤0.01%
+55
759
$2K ﹤0.01%
+150
760
$2K ﹤0.01%
+230
761
$2K ﹤0.01%
+68
762
$2K ﹤0.01%
+22
763
$2K ﹤0.01%
639
764
$2K ﹤0.01%
+50
765
$2K ﹤0.01%
+50
766
$2K ﹤0.01%
+46
767
$2K ﹤0.01%
+41
768
$2K ﹤0.01%
+71
769
$2K ﹤0.01%
+552
770
$2K ﹤0.01%
+24
771
$2K ﹤0.01%
+25
772
$2K ﹤0.01%
+72
773
$2K ﹤0.01%
+2
774
$2K ﹤0.01%
+41
775
$2K ﹤0.01%
+65
29 30
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