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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.4M
3
+$8.16M
4
OEF icon
iShares S&P 100 ETF
OEF
+$7.98M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.34%
2 Healthcare 5.23%
3 Communication Services 4.58%
4 Consumer Discretionary 4.24%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.28%
+4,482
77
$349K 0.28%
+22,850
78
$347K 0.28%
+2,625
79
$344K 0.28%
+170
80
$343K 0.28%
+6,338
81
$341K 0.28%
+2,704
82
$340K 0.28%
+2,958
83
$332K 0.27%
+4,873
84
$331K 0.27%
+10,909
85
$325K 0.26%
+6,900
86
$321K 0.26%
+6,775
87
$321K 0.26%
+16,750
88
$318K 0.26%
+11,315
89
$316K 0.26%
+3,967
90
$310K 0.25%
+2,922
91
$310K 0.25%
+3,675
92
$309K 0.25%
+5,962
93
$308K 0.25%
+13,643
94
$307K 0.25%
+4,164
95
$307K 0.25%
+6,946
96
$307K 0.25%
+2,825
97
$303K 0.25%
+5,341
98
$302K 0.25%
+1,539
99
$301K 0.25%
+26,625
100
$300K 0.24%
+4,609
2 3
4
5 6