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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$447K 0.26%
11,397
-9,603
77
$446K 0.26%
18,110
-1,325
78
$445K 0.26%
16,129
-100
79
$445K 0.26%
+40,099
80
$445K 0.26%
2,353
-40
81
$439K 0.25%
3,031
-146
82
$425K 0.25%
7,730
-2,375
83
$422K 0.24%
3,667
-242
84
$414K 0.24%
+35,880
85
$413K 0.24%
10,385
-1,085
86
$404K 0.23%
11,200
-2,630
87
$403K 0.23%
+69,313
88
$403K 0.23%
30,435
-1,525
89
$403K 0.23%
22,035
-6,485
90
$401K 0.23%
3,055
-273
91
$392K 0.23%
13,515
+198
92
$388K 0.22%
5,590
-740
93
$386K 0.22%
4,590
-35
94
$385K 0.22%
6,538
95
$385K 0.22%
+47,400
96
$381K 0.22%
+62,999
97
$378K 0.22%
+53,150
98
$373K 0.22%
3,587
+186
99
$371K 0.21%
6,405
-375
100
$370K 0.21%
1,515
-173
2 3
4
5 6