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
$286M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.31M
3
+$1.16M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.07M
5
GLD icon
SPDR Gold Trust
GLD
+$541K

Top Sells

1
+$6.42M
2
+$2.31M
3
+$1.8M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.34M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.28M

Sector Composition

1 Technology 6.69%
2 Financials 5.22%
3 Industrials 4.23%
4 Healthcare 3.61%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$633K 0.22%
3,804
+129
77
$624K 0.22%
6,112
+399
78
$609K 0.21%
1,587
79
$606K 0.21%
9,744
+386
80
$606K 0.21%
3,739
-1,836
81
$593K 0.21%
10,991
+538
82
$575K 0.2%
6,598
-7
83
$574K 0.2%
2,363
+54
84
$542K 0.19%
1,565
+3
85
$540K 0.19%
4,391
+280
86
$539K 0.19%
1,161
87
$534K 0.19%
3,537
+47
88
$529K 0.18%
1,490
+18
89
$527K 0.18%
5,432
+449
90
$527K 0.18%
1,837
91
$525K 0.18%
10,514
-3,802
92
$524K 0.18%
2,057
-30
93
$520K 0.18%
9,089
-220
94
$517K 0.18%
29,491
+2,240
95
$509K 0.18%
9,002
-7
96
$502K 0.18%
5,726
+472
97
$495K 0.17%
11,426
+689
98
$492K 0.17%
10,826
+4,702
99
$477K 0.17%
5,466
-3,106
100
$469K 0.16%
1,291
-423
2 3
4
5 6