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
$282M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.03M
3
+$1.77M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.58M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.48M

Top Sells

1
+$1.43M
2
+$624K
3
+$365K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$332K
5
GT icon
Goodyear
GT
+$308K

Sector Composition

1 Industrials 5.14%
2 Technology 5.11%
3 Financials 4.99%
4 Consumer Discretionary 3.91%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.15%
3,639
77
$417K 0.15%
3,851
+1,458
78
$414K 0.15%
+1,795
79
$410K 0.15%
4,542
-182
80
$409K 0.15%
6,791
81
$405K 0.14%
14,047
+701
82
$401K 0.14%
1,938
83
$391K 0.14%
1,416
-12
84
$391K 0.14%
2,853
85
$391K 0.14%
3,780
+340
86
$388K 0.14%
4,246
-193
87
$386K 0.14%
1
88
$385K 0.14%
2,617
89
$374K 0.13%
11,949
+629
90
$374K 0.13%
+2,321
91
$372K 0.13%
14,100
+1
92
$371K 0.13%
1,563
93
$370K 0.13%
9,227
+551
94
$369K 0.13%
10,179
-250
95
$367K 0.13%
6,044
96
$366K 0.13%
6,414
+276
97
$364K 0.13%
7,624
-2,198
98
$363K 0.13%
12,990
-1,179
99
$362K 0.13%
1,923
100
$362K 0.13%
+8,866
2 3
4
5 6