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
801
$1K ﹤0.01%
+9
802
$1K ﹤0.01%
+110
803
$1K ﹤0.01%
+18
804
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+39
805
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+20
806
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+35
807
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+23
808
$1K ﹤0.01%
+250
809
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+14
810
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+58
811
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+30
812
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814
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815
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+59
816
$1K ﹤0.01%
+86
817
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+76
818
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819
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+35
820
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821
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+23
822
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+55
823
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+37
824
$1K ﹤0.01%
+37
825
$1K ﹤0.01%
+18