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
$155M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.8M
3
+$8.59M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.59M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.76M

Top Sells

1
+$9.07M
2
+$5.97M
3
+$5.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.34M

Sector Composition

1 Technology 3.74%
2 Healthcare 2.88%
3 Consumer Staples 2.12%
4 Industrials 1.96%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.16%
2,215
-4,763
102
$244K 0.16%
+4,986
103
$238K 0.15%
2,321
-2,707
104
$236K 0.15%
2,815
-1,775
105
$232K 0.15%
1,688
-1,343
106
$231K 0.15%
41,950
107
$225K 0.15%
28,750
108
$225K 0.15%
7,855
-3,439
109
$224K 0.14%
6,490
-3,576
110
$222K 0.14%
14,100
-2,000
111
$218K 0.14%
2,303
-25
112
$216K 0.14%
5,875
-30,767
113
$214K 0.14%
4,740
-6,039
114
$214K 0.14%
+3,876
115
$211K 0.14%
+3,689
116
$210K 0.14%
1,297
-498
117
$206K 0.13%
39,467
118
$200K 0.13%
6,797
-16,095
119
$196K 0.13%
7,796
120
$187K 0.12%
23,633
121
$183K 0.12%
10,059
-3,383
122
$174K 0.11%
14,450
123
$167K 0.11%
+11,367
124
$157K 0.1%
25,296
-305
125
$146K 0.09%
10,434
-15,277
3 4
5
6 7