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
$314M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.13M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$977K

Top Sells

1
+$1.5M
2
+$309K
3
+$295K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$243K
5
BEN icon
Franklin Resources
BEN
+$220K

Sector Composition

1 Technology 5.49%
2 Financials 5.42%
3 Industrials 5.37%
4 Consumer Discretionary 3.94%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.17%
4,794
+943
77
$532K 0.17%
7,424
+1,393
78
$505K 0.16%
5,244
+702
79
$496K 0.16%
4,709
+463
80
$494K 0.16%
14,188
+1,198
81
$494K 0.16%
12,682
+733
82
$486K 0.15%
2,175
+380
83
$484K 0.15%
10,570
+1,343
84
$484K 0.15%
2,915
+594
85
$483K 0.15%
2,492
+26
86
$477K 0.15%
7,143
87
$467K 0.15%
8,328
-202
88
$451K 0.14%
8,565
-28,543
89
$450K 0.14%
7,426
+1,012
90
$448K 0.14%
1,938
91
$442K 0.14%
10,346
+1,480
92
$431K 0.14%
3,440
-340
93
$430K 0.14%
2,853
94
$427K 0.14%
5,015
+1,204
95
$425K 0.14%
8,408
+1,807
96
$424K 0.14%
15,999
+1,952
97
$421K 0.13%
1,427
+11
98
$421K 0.13%
14,101
+1
99
$419K 0.13%
1
100
$406K 0.13%
6,791
2 3
4
5 6