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
$155M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.8M
3
+$8.59M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.59M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.76M

Top Sells

1
+$9.07M
2
+$5.97M
3
+$5.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.34M

Sector Composition

1 Technology 3.74%
2 Healthcare 2.88%
3 Consumer Staples 2.12%
4 Industrials 1.96%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.21%
+5,944
77
$317K 0.2%
2,654
-1,013
78
$316K 0.2%
2,540
-1,682
79
$312K 0.2%
1
80
$310K 0.2%
+5,901
81
$302K 0.2%
2,277
-2,557
82
$295K 0.19%
3,398
-3,040
83
$287K 0.19%
53,065
84
$284K 0.18%
65,284
85
$282K 0.18%
40,584
86
$279K 0.18%
1,343
-1,463
87
$279K 0.18%
+14,880
88
$272K 0.18%
2,273
-2,762
89
$266K 0.17%
1,942
-1,113
90
$264K 0.17%
+4,434
91
$263K 0.17%
1,367
-1,428
92
$262K 0.17%
672
-150
93
$260K 0.17%
3,346
-699
94
$259K 0.17%
+12,487
95
$257K 0.17%
4,575
96
$254K 0.16%
4,409
-4,820
97
$253K 0.16%
5,347
-497
98
$250K 0.16%
3,089
-35
99
$249K 0.16%
2,103
-1,905
100
$244K 0.16%
+5,950
2 3
4
5 6