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
-$140K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.1M
3
+$3.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.79M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.71M

Top Sells

1
+$2.99M
2
+$2.9M
3
+$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$2.21M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.03M

Sector Composition

1 Technology 5.35%
2 Healthcare 4.28%
3 Industrials 3.32%
4 Financials 3.11%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.17%
5,626
+1,948
77
$378K 0.17%
943
+157
78
$377K 0.17%
15,367
-5,361
79
$375K 0.17%
3,901
+1
80
$371K 0.16%
3,463
-420
81
$368K 0.16%
6,538
82
$365K 0.16%
+9,778
83
$359K 0.16%
1,055
+274
84
$358K 0.16%
2,568
-221
85
$358K 0.16%
2,016
-141
86
$356K 0.16%
5,933
+51
87
$356K 0.16%
10,503
+1,667
88
$355K 0.16%
10,319
-737
89
$353K 0.16%
2,613
90
$344K 0.15%
3,289
-1,229
91
$335K 0.15%
1,920
92
$335K 0.15%
4,096
93
$332K 0.15%
+4,208
94
$329K 0.15%
21,433
95
$328K 0.14%
6,907
-2,138
96
$325K 0.14%
4,174
-1
97
$322K 0.14%
2,765
98
$320K 0.14%
7,320
-468
99
$319K 0.14%
+8,060
100
$318K 0.14%
8,203
+1,581
2 3
4
5 6