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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.4M
3
+$8.16M
4
OEF icon
iShares S&P 100 ETF
OEF
+$7.98M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.34%
2 Healthcare 5.23%
3 Communication Services 4.58%
4 Consumer Discretionary 4.24%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.24%
+6,845
102
$299K 0.24%
+10,520
103
$297K 0.24%
+17,675
104
$294K 0.24%
+9,775
105
$290K 0.24%
+4,767
106
$283K 0.23%
+4,152
107
$282K 0.23%
+1
108
$280K 0.23%
+10,545
109
$274K 0.22%
+4,860
110
$273K 0.22%
+3,362
111
$271K 0.22%
+8,103
112
$268K 0.22%
+2,424
113
$261K 0.21%
+1,072
114
$259K 0.21%
+13,750
115
$256K 0.21%
+2,937
116
$254K 0.21%
+2,307
117
$253K 0.21%
+1,552
118
$253K 0.21%
+1,032
119
$253K 0.21%
+3,303
120
$253K 0.21%
+2,904
121
$245K 0.2%
+1,332
122
$243K 0.2%
+5,200
123
$241K 0.2%
+718
124
$235K 0.19%
+1,009
125
$228K 0.19%
+7,775
2 3 4
5
6