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
$263M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.81M
3
+$2.25M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.1M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.09M

Top Sells

1
+$6.94M
2
+$3.48M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M

Sector Composition

1 Technology 6.95%
2 Financials 3.92%
3 Healthcare 3.75%
4 Industrials 2.78%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$560K 0.21%
25,569
-211
77
$560K 0.21%
22,284
+12,382
78
$552K 0.21%
28,804
+5,923
79
$546K 0.21%
11,558
+2,853
80
$545K 0.21%
1,753
-51
81
$541K 0.21%
5,715
-23
82
$538K 0.2%
2,055
-105
83
$522K 0.2%
9,489
-2
84
$518K 0.2%
1
85
$515K 0.2%
1,756
-23
86
$503K 0.19%
4,198
+68
87
$499K 0.19%
+3,598
88
$492K 0.19%
1,596
89
$489K 0.19%
4,552
-11,338
90
$487K 0.19%
3,583
-786
91
$484K 0.18%
5,962
-7,194
92
$484K 0.18%
25,746
+3,909
93
$478K 0.18%
2,119
94
$477K 0.18%
6,424
-1
95
$469K 0.18%
20,648
-20,761
96
$465K 0.18%
3,986
-2,025
97
$457K 0.17%
6,985
-2,025
98
$452K 0.17%
1,920
99
$451K 0.17%
7,046
100
$447K 0.17%
+17,695
2 3
4
5 6