MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$795K
3
+$748K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
MEDP icon
Medpace
MEDP
+$677K

Top Sells

1
+$424K
2
+$312K
3
+$50.3K
4
ABBV icon
AbbVie
ABBV
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$26.4K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$370K 0.23%
4,625
+1,277
102
$370K 0.23%
12,320
+1,660
103
$367K 0.23%
13,317
+2,679
104
$353K 0.22%
4,165
+303
105
$347K 0.21%
19,466
+20
106
$347K 0.21%
+11,313
107
$347K 0.21%
35,165
+13,285
108
$345K 0.21%
+9,341
109
$338K 0.21%
+2,992
110
$338K 0.21%
+1,858
111
$336K 0.21%
16,229
112
$334K 0.21%
5,600
113
$329K 0.2%
+6,121
114
$326K 0.2%
2,835
+335
115
$324K 0.2%
6,330
+1,870
116
$319K 0.2%
4,137
+639
117
$316K 0.19%
+12,565
118
$316K 0.19%
3,044
+633
119
$315K 0.19%
+7,585
120
$315K 0.19%
+9,295
121
$312K 0.19%
3,401
+103
122
$307K 0.19%
1,835
+353
123
$307K 0.19%
28,410
+8,979
124
$302K 0.19%
+7,088
125
$301K 0.19%
1
3 4
5
6 7