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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$364K 0.21%
+4,296
102
$363K 0.21%
33,840
-1,325
103
$361K 0.21%
+211
104
$360K 0.21%
11,260
-3,335
105
$352K 0.2%
188
-29
106
$351K 0.2%
8,832
-3,006
107
$348K 0.2%
+54,227
108
$344K 0.2%
10,066
-809
109
$344K 0.2%
23,925
-3,190
110
$341K 0.2%
2,922
-70
111
$340K 0.2%
4,616
-245
112
$339K 0.2%
4,038
-1,319
113
$338K 0.2%
10,025
+2,910
114
$337K 0.19%
4,769
-872
115
$336K 0.19%
5,900
-221
116
$330K 0.19%
17,650
-825
117
$329K 0.19%
7,440
-20
118
$326K 0.19%
18,900
-2,450
119
$323K 0.19%
7,817
-1,524
120
$318K 0.18%
1
121
$317K 0.18%
4,045
-92
122
$316K 0.18%
2,473
-70
123
$315K 0.18%
3,913
-2,369
124
$308K 0.18%
3,667
-983
125
$304K 0.18%
+1,035
3 4
5
6 7