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
$171M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.97M
3
+$4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$3.22M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.9M

Top Sells

1
+$3.62M
2
+$2.91M
3
+$2.67M
4
BGS icon
B&G Foods
BGS
+$708K
5
SYY icon
Sysco
SYY
+$655K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 2.71%
3 Healthcare 2.56%
4 Consumer Staples 2.12%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$289K 0.17%
2,414
-375
77
$280K 0.16%
+4,615
78
$279K 0.16%
+1,299
79
$272K 0.16%
2,439
+251
80
$270K 0.16%
3,325
+457
81
$269K 0.16%
23,288
+4,532
82
$267K 0.16%
1
83
$259K 0.15%
1,793
-17
84
$257K 0.15%
3,674
+242
85
$255K 0.15%
+2,645
86
$255K 0.15%
+1,507
87
$253K 0.15%
14,450
88
$251K 0.15%
16,345
+3,154
89
$251K 0.15%
+1,298
90
$248K 0.14%
1,387
+124
91
$247K 0.14%
14,086
-2,043
92
$247K 0.14%
+11,981
93
$236K 0.14%
26,407
+5,638
94
$236K 0.14%
+13,106
95
$235K 0.14%
+1,682
96
$232K 0.14%
+705
97
$230K 0.13%
+976
98
$230K 0.13%
1,885
+185
99
$221K 0.13%
4,262
+284
100
$220K 0.13%
40,600
2 3
4
5 6