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
801
$1K ﹤0.01%
+35
802
$1K ﹤0.01%
+24
803
$1K ﹤0.01%
+23
804
$1K ﹤0.01%
+55
805
$1K ﹤0.01%
+37
806
$1K ﹤0.01%
+31
807
$1K ﹤0.01%
+18
808
$1K ﹤0.01%
+17
809
$1K ﹤0.01%
+172
810
$1K ﹤0.01%
+89
811
$1K ﹤0.01%
+61
812
$1K ﹤0.01%
+12
813
$1K ﹤0.01%
+37
814
$1K ﹤0.01%
+31
815
$1K ﹤0.01%
+25
816
$1K ﹤0.01%
+360
817
$1K ﹤0.01%
+33
818
$1K ﹤0.01%
+7
819
$1K ﹤0.01%
+35
820
$1K ﹤0.01%
+23
821
$1K ﹤0.01%
+250
822
$1K ﹤0.01%
+14
823
$1K ﹤0.01%
+58
824
$1K ﹤0.01%
+111
825
$1K ﹤0.01%
+59
31 32
33
34 35