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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$770K
3
+$601K
4
FIW icon
First Trust Water ETF
FIW
+$542K
5
PCAR icon
PACCAR
PCAR
+$510K

Top Sells

1
+$1.1M
2
+$793K
3
+$766K
4
GILD icon
Gilead Sciences
GILD
+$678K
5
CPA icon
Copa Holdings
CPA
+$673K

Sector Composition

1 Technology 6.57%
2 Financials 4.98%
3 Industrials 3.87%
4 Healthcare 3.52%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$601K 0.22%
+55,514
77
$589K 0.22%
26,746
-5,173
78
$586K 0.22%
3,512
-161
79
$582K 0.21%
20,395
+861
80
$562K 0.21%
9,670
+1,203
81
$550K 0.2%
1,587
+5
82
$548K 0.2%
1,562
-54
83
$544K 0.2%
6,605
+17
84
$542K 0.2%
+5,713
85
$530K 0.2%
3,675
+130
86
$527K 0.19%
4,785
-1
87
$516K 0.19%
4,111
-85
88
$513K 0.19%
1,714
+119
89
$510K 0.19%
+5,221
90
$505K 0.19%
4,983
+319
91
$501K 0.18%
9,009
-581
92
$500K 0.18%
4,345
+2,077
93
$499K 0.18%
9,358
-40
94
$493K 0.18%
10,453
+1
95
$488K 0.18%
3,490
-40
96
$477K 0.18%
1,161
+103
97
$477K 0.18%
1,837
98
$474K 0.17%
2,309
+151
99
$473K 0.17%
1,905
-250
100
$471K 0.17%
10,737
+1,958
2 3
4
5 6