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
76
$388K 0.23%
3,548
-140
77
$385K 0.23%
13,089
+1,774
78
$382K 0.23%
4,010
+20
79
$375K 0.23%
+24,270
80
$368K 0.22%
7,060
+160
81
$367K 0.22%
3,886
-1,334
82
$357K 0.21%
16,530
+2,780
83
$356K 0.21%
13,947
+304
84
$352K 0.21%
16,229
85
$350K 0.21%
3,555
-1,020
86
$349K 0.21%
5,720
-690
87
$349K 0.21%
5,743
+119
88
$348K 0.21%
2,052
+100
89
$347K 0.21%
4,292
-1,458
90
$346K 0.21%
+3,896
91
$345K 0.21%
6,538
+200
92
$342K 0.21%
4,485
+3
93
$342K 0.21%
2,911
-11
94
$341K 0.2%
4,669
-98
95
$340K 0.2%
18,075
+400
96
$337K 0.2%
6,239
+1,630
97
$330K 0.2%
6,262
+300
98
$325K 0.2%
10,429
-480
99
$324K 0.19%
10,000
+225
100
$323K 0.19%
5,342
+1
2 3
4
5 6