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
$128M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.91M
3
+$1.73M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$853K
5
SYY icon
Sysco
SYY
+$655K

Top Sells

1
+$726K
2
+$476K
3
+$269K
4
ACN icon
Accenture
ACN
+$264K
5
BANR icon
Banner Corp
BANR
+$259K

Sector Composition

1 Technology 6.18%
2 Industrials 3.92%
3 Consumer Staples 2.82%
4 Consumer Discretionary 2.35%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$75K 0.06%
13,435
102
$64K 0.05%
3,686
103
$58K 0.05%
+11,994
104
– –
-1,252
105
– –
-7,170
106
– –
-4,575
107
– –
-5,973
108
– –
-2,113
109
– –
-3,415
110
– –
-4,678
111
– –
-2,931
112
– –
-5,924
113
– –
-1,942
114
– –
-2,638
115
– –
-3,130
116
– –
-6,404
117
– –
-5,043
118
– –
-876
119
– –
-1,258
120
– –
-35,430
1 2 3 4
5