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
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$795K
3
+$748K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
MEDP icon
Medpace
MEDP
+$677K

Top Sells

1
+$424K
2
+$312K
3
+$50.3K
4
ABBV icon
AbbVie
ABBV
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$26.4K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.26%
3,909
+2
77
$426K 0.26%
14,594
+5,916
78
$426K 0.26%
7,317
+1,300
79
$419K 0.26%
+8,104
80
$418K 0.26%
13,721
+3,739
81
$417K 0.26%
+1,688
82
$413K 0.25%
+5,916
83
$408K 0.25%
+3,328
84
$405K 0.25%
21,350
+6,575
85
$402K 0.25%
19,435
+2,110
86
$398K 0.25%
+5,357
87
$392K 0.24%
4,650
+1,444
88
$389K 0.24%
10,875
+3,450
89
$389K 0.24%
4,861
+1,411
90
$388K 0.24%
6,538
91
$387K 0.24%
6,110
+3,070
92
$386K 0.24%
+4,744
93
$384K 0.24%
31,960
+9,510
94
$382K 0.24%
+2,393
95
$379K 0.23%
+217
96
$377K 0.23%
+1,414
97
$377K 0.23%
+5,641
98
$374K 0.23%
27,115
+14,680
99
$374K 0.23%
+7,460
100
$371K 0.23%
6,780
+1,855
2 3
4
5 6