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
751
$3K ﹤0.01%
+111
752
$3K ﹤0.01%
+55
753
$3K ﹤0.01%
+100
754
$3K ﹤0.01%
+322
755
$2K ﹤0.01%
+55
756
$2K ﹤0.01%
+110
757
$2K ﹤0.01%
+400
758
$2K ﹤0.01%
+552
759
$2K ﹤0.01%
+24
760
$2K ﹤0.01%
+46
761
$2K ﹤0.01%
+41
762
$2K ﹤0.01%
+28
763
$2K ﹤0.01%
+100
764
$2K ﹤0.01%
+22
765
$2K ﹤0.01%
+321
766
$2K ﹤0.01%
+11
767
$2K ﹤0.01%
+68
768
$2K ﹤0.01%
+22
769
$2K ﹤0.01%
+50
770
$2K ﹤0.01%
+25
771
$2K ﹤0.01%
+72
772
$2K ﹤0.01%
+41
773
$2K ﹤0.01%
+65
774
$2K ﹤0.01%
+50
775
$2K ﹤0.01%
+75
29 30
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