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
$272M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.84M
3
+$1.39M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$842K
5
EYLD icon
Cambria Emerging Shareholder Yield ETF
EYLD
+$829K

Top Sells

1
+$1.74M
2
+$1.66M
3
+$1.37M
4
NFLX icon
Netflix
NFLX
+$1.08M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$959K

Sector Composition

1 Technology 6.49%
2 Industrials 4.06%
3 Healthcare 3.38%
4 Financials 2.72%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$458K 0.17%
10,223
+195
77
$456K 0.17%
1,938
78
$454K 0.17%
6,217
79
$447K 0.16%
1,268
+285
80
$434K 0.16%
2,765
-38
81
$431K 0.16%
+4,604
82
$421K 0.15%
2,597
83
$407K 0.15%
21,433
84
$388K 0.14%
7,616
-654
85
$381K 0.14%
1,676
86
$378K 0.14%
3,816
+443
87
$378K 0.14%
1,384
-400
88
$377K 0.14%
10,136
+1,142
89
$377K 0.14%
3,681
-5,224
90
$377K 0.14%
768
-331
91
$371K 0.14%
8,244
-1,619
92
$368K 0.14%
10,372
-1,413
93
$365K 0.13%
1,405
-24
94
$363K 0.13%
2,374
-118
95
$362K 0.13%
4,555
+494
96
$359K 0.13%
6,255
-223
97
$353K 0.13%
+4,450
98
$344K 0.13%
20,597
+6,998
99
$343K 0.13%
10,887
+978
100
$341K 0.13%
1,408
-829
2 3
4
5 6