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
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$565K
3
+$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$408K

Top Sells

1
+$274K
2
+$253K
3
+$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.19%
1
102
$318K 0.19%
10,176
-3,780
103
$317K 0.19%
+5,489
104
$315K 0.19%
1,428
-111
105
$312K 0.19%
2,826
+1
106
$310K 0.19%
3,119
+215
107
$307K 0.18%
10,580
+60
108
$305K 0.18%
7,186
+240
109
$299K 0.18%
+2,367
110
$298K 0.18%
10,795
+250
111
$296K 0.18%
4,052
-821
112
$295K 0.18%
4,169
+17
113
$293K 0.18%
3,244
-118
114
$290K 0.17%
4,820
-40
115
$288K 0.17%
8,209
+106
116
$281K 0.17%
2,865
-810
117
$279K 0.17%
+4,934
118
$278K 0.17%
1,340
+8
119
$277K 0.17%
17,130
+380
120
$275K 0.17%
1,037
+5
121
$267K 0.16%
717
-1
122
$266K 0.16%
+3,084
123
$265K 0.16%
1,564
+12
124
$259K 0.16%
+4,207
125
$256K 0.15%
4,345
-855
3 4
5
6 7