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
$226M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.7M
3
+$2.22M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.06M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M

Top Sells

1
+$5.76M
2
+$5.71M
3
+$3.04M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.9M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.03%
3 Industrials 3.47%
4 Financials 3.06%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.2%
12,866
-8,403
77
$428K 0.19%
2,653
+17
78
$428K 0.19%
8,434
+818
79
$427K 0.19%
+9,963
80
$427K 0.19%
3,900
+1,900
81
$425K 0.19%
2,157
+725
82
$423K 0.19%
10,787
-930
83
$414K 0.18%
6,538
84
$409K 0.18%
1
85
$407K 0.18%
2,789
-116
86
$406K 0.18%
2,324
87
$405K 0.18%
3,883
-650
88
$397K 0.18%
21,390
+8,411
89
$395K 0.17%
11,056
-8,447
90
$394K 0.17%
4,096
+280
91
$389K 0.17%
5,927
+1,372
92
$385K 0.17%
6,167
+3,129
93
$375K 0.17%
2,613
+16
94
$370K 0.16%
5,970
-2,631
95
$369K 0.16%
7,788
+1,533
96
$367K 0.16%
1,635
-1,824
97
$355K 0.16%
1,691
+15
98
$352K 0.16%
+6,817
99
$350K 0.15%
2,434
+60
100
$349K 0.15%
1,920
-18
2 3
4
5 6