MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.18%
5,500
-216
77
$651K 0.18%
9,510
78
$649K 0.18%
2,326
-339
79
$647K 0.17%
5,743
-489
80
$625K 0.17%
3,371
-150
81
$622K 0.17%
4,026
+466
82
$614K 0.17%
+11,830
83
$613K 0.17%
2,823
+59
84
$613K 0.17%
4,648
-207
85
$610K 0.16%
9,378
-3
86
$610K 0.16%
6,400
87
$604K 0.16%
3,915
-723
88
$596K 0.16%
5,402
-1,179
89
$586K 0.16%
14,193
+635
90
$584K 0.16%
10,139
+1,487
91
$582K 0.16%
+10,907
92
$574K 0.15%
19,432
+4,561
93
$557K 0.15%
1,064
94
$556K 0.15%
4,827
-639
95
$544K 0.15%
4,364
+424
96
$542K 0.15%
2,343
-224
97
$535K 0.14%
18,942
-82
98
$535K 0.14%
+4,901
99
$532K 0.14%
+6,280
100
$520K 0.14%
1,137
-36
2 3
4
5 6