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
$260M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$581K
3
+$542K
4
RS icon
Reliance Steel & Aluminium
RS
+$503K
5
AEL
American Equity Investment Life Holding Company
AEL
+$458K

Top Sells

1
+$579K
2
+$540K
3
+$416K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402K
5
PEG icon
Public Service Enterprise Group
PEG
+$401K

Sector Composition

1 Technology 6.09%
2 Financials 4.15%
3 Healthcare 3.88%
4 Industrials 3.18%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$532K 0.21%
1,804
-229
77
$530K 0.2%
7,014
+2,985
78
$528K 0.2%
5,214
-745
79
$524K 0.2%
6,498
-120
80
$518K 0.2%
9,491
-166
81
$512K 0.2%
12,931
+3,765
82
$509K 0.2%
1,779
+6
83
$503K 0.19%
+1,961
84
$499K 0.19%
2,529
-39
85
$495K 0.19%
6,425
-138
86
$490K 0.19%
8,705
+3,094
87
$490K 0.19%
5,220
+236
88
$488K 0.19%
7,046
89
$475K 0.18%
14,104
90
$472K 0.18%
5,738
+901
91
$466K 0.18%
1
92
$458K 0.18%
+12,556
93
$456K 0.18%
1,596
-52
94
$449K 0.17%
3,158
+736
95
$448K 0.17%
2,160
+525
96
$430K 0.17%
2,831
+66
97
$428K 0.17%
4,130
-180
98
$425K 0.16%
12,437
+3,085
99
$424K 0.16%
2,119
-192
100
$423K 0.16%
22,881
+8,071
2 3
4
5 6