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
$171M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.97M
3
+$4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$3.22M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.9M

Top Sells

1
+$3.62M
2
+$2.91M
3
+$2.67M
4
BGS icon
B&G Foods
BGS
+$708K
5
SYY icon
Sysco
SYY
+$655K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 2.71%
3 Healthcare 2.56%
4 Consumer Staples 2.12%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.13%
53,150
102
$218K 0.13%
+936
103
$218K 0.13%
+4,377
104
$218K 0.13%
+2,966
105
$217K 0.13%
4,847
-1,312
106
$216K 0.13%
+2,203
107
$215K 0.13%
+9,390
108
$212K 0.12%
+4,142
109
$212K 0.12%
+5,117
110
$210K 0.12%
+9,181
111
$210K 0.12%
17,694
+3,437
112
$209K 0.12%
+1,878
113
$207K 0.12%
+4,013
114
$204K 0.12%
+5,401
115
$202K 0.12%
+1,432
116
$200K 0.12%
13,116
+2,617
117
$195K 0.11%
41,950
118
$178K 0.1%
+10,763
119
$176K 0.1%
39,467
120
$169K 0.1%
23,633
121
$144K 0.08%
38,116
122
$115K 0.07%
11,367
123
$97K 0.06%
13,435
124
– –
-30,918
125
– –
-39,159
2 3 4
5
6