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
$283M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.66M
3
+$1.01M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$946K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$650K

Top Sells

1
+$1.24M
2
+$1.1M
3
+$875K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$845K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$677K

Sector Composition

1 Technology 6.5%
2 Industrials 3.88%
3 Healthcare 3.06%
4 Financials 2.72%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$481K 0.17%
1,743
+54
77
$473K 0.17%
2,840
-80
78
$473K 0.17%
13,564
+887
79
$463K 0.16%
3,200
-240
80
$453K 0.16%
6,791
81
$451K 0.16%
1
82
$450K 0.16%
9,863
-763
83
$449K 0.16%
1,784
+400
84
$446K 0.16%
2,597
85
$444K 0.16%
5,795
+364
86
$441K 0.16%
11,785
+1,496
87
$440K 0.16%
10,554
-1,528
88
$430K 0.15%
8,270
+3
89
$422K 0.15%
1,967
+50
90
$413K 0.15%
1,676
91
$408K 0.14%
2,492
92
$397K 0.14%
8,918
-160
93
$393K 0.14%
+21,433
94
$389K 0.14%
8,287
-3,858
95
$388K 0.14%
424
96
$388K 0.14%
6,217
97
$370K 0.13%
1,068
98
$364K 0.13%
5,536
-1,491
99
$361K 0.13%
4,589
-84
100
$356K 0.13%
2,136
2 3
4
5 6