MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
751
$3K ﹤0.01%
+110
752
$3K ﹤0.01%
+131
753
$3K ﹤0.01%
+33
754
$3K ﹤0.01%
+100
755
$2K ﹤0.01%
+41
756
$2K ﹤0.01%
+65
757
$2K ﹤0.01%
+50
758
$2K ﹤0.01%
+75
759
$2K ﹤0.01%
+71
760
$2K ﹤0.01%
+150
761
$2K ﹤0.01%
+230
762
$2K ﹤0.01%
+100
763
$2K ﹤0.01%
+74
764
$2K ﹤0.01%
+63
765
$2K ﹤0.01%
+21
766
$2K ﹤0.01%
+106
767
$2K ﹤0.01%
+22
768
$2K ﹤0.01%
+2
769
$2K ﹤0.01%
639
770
$2K ﹤0.01%
+55
771
$2K ﹤0.01%
+110
772
$2K ﹤0.01%
+400
773
$2K ﹤0.01%
+552
774
$2K ﹤0.01%
+24
775
$2K ﹤0.01%
+25
29 30
31
32 33