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
776
$2K ﹤0.01%
+72
777
$2K ﹤0.01%
+46
778
$2K ﹤0.01%
+41
779
$2K ﹤0.01%
+28
780
$2K ﹤0.01%
+100
781
$2K ﹤0.01%
+22
782
$2K ﹤0.01%
+321
783
$2K ﹤0.01%
+11
784
$2K ﹤0.01%
+68
785
$2K ﹤0.01%
+22
786
$2K ﹤0.01%
+50
787
$1K ﹤0.01%
+31
788
$1K ﹤0.01%
+35
789
$1K ﹤0.01%
+23
790
$1K ﹤0.01%
+250
791
$1K ﹤0.01%
+14
792
$1K ﹤0.01%
+58
793
$1K ﹤0.01%
+111
794
$1K ﹤0.01%
+59
795
$1K ﹤0.01%
+29
796
$1K ﹤0.01%
+18
797
$1K ﹤0.01%
+15
798
$1K ﹤0.01%
+18
799
$1K ﹤0.01%
+17
800
$1K ﹤0.01%
+25
30 31
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