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
$299M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$4.53M
3
+$3.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.36M

Top Sells

1
+$25M
2
+$7.53M
3
+$4.27M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Sector Composition

1 Technology 7.39%
2 Financials 5.85%
3 Industrials 3.25%
4 Healthcare 2.59%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$480K 0.16%
4,003
-492
77
$474K 0.16%
2,683
-2,375
78
$472K 0.16%
+1,096
79
$472K 0.16%
14,105
-798
80
$471K 0.16%
+5,174
81
$469K 0.16%
+3,412
82
$468K 0.16%
2,443
83
$467K 0.16%
4,931
-57
84
$467K 0.16%
4,109
-1,702
85
$466K 0.16%
10,395
+1,270
86
$464K 0.16%
941
-56
87
$464K 0.16%
13,308
-1,564
88
$463K 0.15%
4,135
-124
89
$455K 0.15%
2,792
-91
90
$444K 0.15%
3,597
-17
91
$443K 0.15%
4,895
+51
92
$443K 0.15%
928
-233
93
$436K 0.15%
3,310
-340
94
$435K 0.15%
1,934
-1,298
95
$433K 0.14%
5,074
+315
96
$416K 0.14%
4,927
-1,414
97
$413K 0.14%
2,683
-239
98
$404K 0.14%
21,137
+5,643
99
$400K 0.13%
1,000
100
$398K 0.13%
2,401
-1,123
2 3
4
5 6