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
$243M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.16M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.52M

Top Sells

1
+$3.67M
2
+$3.06M
3
+$2.28M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.26M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.38M

Sector Composition

1 Technology 5.25%
2 Healthcare 4.56%
3 Financials 3.7%
4 Industrials 2.64%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.18%
1,648
-14
77
$430K 0.18%
3,208
-81
78
$421K 0.17%
2,568
79
$418K 0.17%
+3,295
80
$417K 0.17%
10,028
+2,621
81
$416K 0.17%
+13,067
82
$414K 0.17%
4,984
+1,693
83
$413K 0.17%
4,096
84
$407K 0.17%
5,662
-271
85
$406K 0.17%
10,319
86
$404K 0.17%
1,691
87
$401K 0.16%
6,538
88
$394K 0.16%
1,895
-121
89
$380K 0.16%
4,310
-90
90
$377K 0.16%
+4,057
91
$376K 0.15%
9,166
+963
92
$375K 0.15%
2,474
+40
93
$375K 0.15%
9,352
+1,292
94
$374K 0.15%
2,765
95
$365K 0.15%
2,629
+268
96
$356K 0.15%
4,199
+1,280
97
$356K 0.15%
4,690
+752
98
$352K 0.14%
4,137
-71
99
$351K 0.14%
+7,671
100
$349K 0.14%
1,371
+20
2 3
4
5 6