MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
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
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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
801
$1K ﹤0.01%
+172
802
$1K ﹤0.01%
+89
803
$1K ﹤0.01%
+61
804
$1K ﹤0.01%
+12
805
$1K ﹤0.01%
+37
806
$1K ﹤0.01%
+25
807
$1K ﹤0.01%
+360
808
$1K ﹤0.01%
+33
809
$1K ﹤0.01%
+7
810
$1K ﹤0.01%
+110
811
$1K ﹤0.01%
+18
812
$1K ﹤0.01%
+39
813
$1K ﹤0.01%
+20
814
$1K ﹤0.01%
+35
815
$1K ﹤0.01%
+23
816
$1K ﹤0.01%
+250
817
$1K ﹤0.01%
+14
818
$1K ﹤0.01%
+37
819
$1K ﹤0.01%
+25
820
$1K ﹤0.01%
+111
821
$1K ﹤0.01%
+59
822
$1K ﹤0.01%
+86
823
$1K ﹤0.01%
+76
824
$1K ﹤0.01%
+55
825
$1K ﹤0.01%
+35
31 32
33
34 35