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
$240M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.69M
3
+$1.52M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$538K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$418K

Top Sells

1
+$1.15M
2
+$1.08M
3
+$949K
4
MSFT icon
Microsoft
MSFT
+$624K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$461K

Sector Composition

1 Technology 5.2%
2 Financials 4.8%
3 Consumer Discretionary 4.11%
4 Healthcare 2.91%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.16%
4,724
-731
77
$373K 0.16%
1,428
-409
78
$369K 0.15%
2,617
79
$360K 0.15%
2,853
80
$353K 0.15%
6,044
-13
81
$351K 0.15%
14,169
+615
82
$351K 0.15%
2,523
-610
83
$348K 0.14%
1
84
$346K 0.14%
13,126
+2,099
85
$339K 0.14%
1,923
-250
86
$336K 0.14%
13,346
+943
87
$334K 0.14%
8,819
+855
88
$333K 0.14%
1,521
-13
89
$331K 0.14%
1,440
+67
90
$327K 0.14%
4,476
-435
91
$318K 0.13%
+8,676
92
$318K 0.13%
14,099
+6
93
$308K 0.13%
28,221
+2,583
94
$308K 0.13%
5,795
+648
95
$306K 0.13%
424
-10
96
$302K 0.13%
2,136
-172
97
$301K 0.13%
3,440
98
$300K 0.13%
1,439
-173
99
$291K 0.12%
11,320
+464
100
$288K 0.12%
6,138
-23,080
2 3
4
5 6