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
$207M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.14M
3
+$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.36M
5
AAPL icon
Apple
AAPL
+$1.06M

Top Sells

1
+$3.66M
2
+$663K
3
+$592K
4
ASG
Liberty All-Star Growth Fund
ASG
+$436K
5
CMU
MFS High Yield Municipal Trust
CMU
+$394K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 4.13%
3 Healthcare 3.48%
4 Industrials 2.4%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.17%
+927
77
$352K 0.17%
1,549
+613
78
$349K 0.17%
1,373
+397
79
$343K 0.17%
894
-173
80
$337K 0.16%
2,617
+68
81
$320K 0.15%
1
82
$318K 0.15%
20,337
-2,951
83
$317K 0.15%
1,612
+105
84
$313K 0.15%
4,911
-636
85
$309K 0.15%
2,853
+208
86
$307K 0.15%
1,534
+236
87
$306K 0.15%
6,057
-828
88
$303K 0.15%
+2,173
89
$301K 0.15%
1,828
+35
90
$290K 0.14%
+2,308
91
$290K 0.14%
4,287
-328
92
$283K 0.14%
13,554
-2,791
93
$283K 0.14%
1,700
-178
94
$275K 0.13%
12,403
-703
95
$261K 0.13%
4,543
+401
96
$260K 0.13%
3,469
-205
97
$259K 0.13%
+1,338
98
$259K 0.13%
14,093
+7
99
$258K 0.12%
+2,485
100
$256K 0.12%
+1,076
2 3
4
5 6