MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $334M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$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%
+111
752
$3K ﹤0.01%
+55
753
$3K ﹤0.01%
+100
754
$3K ﹤0.01%
+322
755
$2K ﹤0.01%
+400
756
$2K ﹤0.01%
+552
757
$2K ﹤0.01%
+24
758
$2K ﹤0.01%
+25
759
$2K ﹤0.01%
+72
760
$2K ﹤0.01%
+41
761
$2K ﹤0.01%
+65
762
$2K ﹤0.01%
+50
763
$2K ﹤0.01%
+46
764
$2K ﹤0.01%
+41
765
$2K ﹤0.01%
+28
766
$2K ﹤0.01%
+100
767
$2K ﹤0.01%
+75
768
$2K ﹤0.01%
+55
769
$2K ﹤0.01%
+71
770
$2K ﹤0.01%
+150
771
$2K ﹤0.01%
+230
772
$2K ﹤0.01%
+74
773
$2K ﹤0.01%
+63
774
$2K ﹤0.01%
+110
775
$2K ﹤0.01%
+21
29 30
31
32 33