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
$285M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$830K
3
+$800K
4
DELL icon
Dell
DELL
+$782K
5
GLD icon
SPDR Gold Trust
GLD
+$754K

Top Sells

1
+$2.95M
2
+$2.5M
3
+$1.72M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$996K
5
TAP icon
Molson Coors Class B
TAP
+$917K

Sector Composition

1 Technology 8.21%
2 Financials 5.9%
3 Industrials 3.7%
4 Healthcare 3.16%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$576K 0.2%
3,491
-227
77
$557K 0.2%
3,842
+38
78
$556K 0.2%
11,703
+4,556
79
$550K 0.19%
1,424
-66
80
$548K 0.19%
3,266
+1,369
81
$545K 0.19%
13,035
+5,254
82
$542K 0.19%
4,428
+406
83
$542K 0.19%
9,774
+30
84
$540K 0.19%
1,570
-17
85
$529K 0.19%
6,755
-1,163
86
$528K 0.19%
6,954
+3,176
87
$519K 0.18%
6,598
88
$509K 0.18%
1,161
89
$505K 0.18%
12,284
+6,520
90
$490K 0.17%
10,302
+3,275
91
$489K 0.17%
4,495
-4,619
92
$484K 0.17%
2,503
-11
93
$479K 0.17%
31,165
+10,831
94
$474K 0.17%
8,291
-711
95
$469K 0.16%
4,331
+1,176
96
$468K 0.16%
+997
97
$467K 0.16%
1,979
+226
98
$465K 0.16%
+3,614
99
$465K 0.16%
4,988
+1,048
100
$456K 0.16%
+14,872
2 3
4
5 6