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
$260M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.39M
3
+$4.05M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.31M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.54M

Top Sells

1
+$9.58M
2
+$7.8M
3
+$6.01M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.88M

Sector Composition

1 Technology 6.11%
2 Industrials 4.2%
3 Financials 3.08%
4 Healthcare 3.03%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.18%
1,938
77
$449K 0.17%
9,260
+3,410
78
$446K 0.17%
8,267
-61
79
$444K 0.17%
2,853
80
$420K 0.16%
4,455
-789
81
$414K 0.16%
6,791
82
$412K 0.16%
9,577
-602
83
$411K 0.16%
1
84
$409K 0.16%
7,027
-1,381
85
$408K 0.16%
5,431
-7,410
86
$404K 0.16%
6,248
-1,178
87
$401K 0.15%
1,919
-256
88
$399K 0.15%
2,597
89
$393K 0.15%
12,082
-3,019
90
$390K 0.15%
1,689
+546
91
$385K 0.15%
9,078
-6,201
92
$377K 0.15%
+10,289
93
$377K 0.15%
40,600
94
$375K 0.14%
12,677
-3,322
95
$368K 0.14%
6,217
-926
96
$362K 0.14%
4,673
-2,751
97
$356K 0.14%
424
-3
98
$355K 0.14%
5,821
-224
99
$350K 0.13%
10,419
-2,263
100
$349K 0.13%
1,917
+715
2 3
4
5 6