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
776
$2K ﹤0.01%
+106
777
$2K ﹤0.01%
+22
778
$2K ﹤0.01%
+22
779
$2K ﹤0.01%
+321
780
$2K ﹤0.01%
+11
781
$2K ﹤0.01%
+68
782
$2K ﹤0.01%
+22
783
$2K ﹤0.01%
+2
784
$2K ﹤0.01%
639
785
$2K ﹤0.01%
+50
786
$2K ﹤0.01%
+100
787
$1K ﹤0.01%
+31
788
$1K ﹤0.01%
+29
789
$1K ﹤0.01%
+17
790
$1K ﹤0.01%
+25
791
$1K ﹤0.01%
+172
792
$1K ﹤0.01%
+89
793
$1K ﹤0.01%
+61
794
$1K ﹤0.01%
+12
795
$1K ﹤0.01%
+37
796
$1K ﹤0.01%
+31
797
$1K ﹤0.01%
+25
798
$1K ﹤0.01%
+360
799
$1K ﹤0.01%
+33
800
$1K ﹤0.01%
+7
30 31
32
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