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
$207M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.14M
3
+$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.36M
5
AAPL icon
Apple
AAPL
+$1.06M

Top Sells

1
+$3.66M
2
+$663K
3
+$592K
4
ASG
Liberty All-Star Growth Fund
ASG
+$436K
5
CMU
MFS High Yield Municipal Trust
CMU
+$394K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 4.13%
3 Healthcare 3.48%
4 Industrials 2.4%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$253K 0.12%
+3,440
102
$251K 0.12%
695
-10
103
$250K 0.12%
+1,170
104
$249K 0.12%
2,900
-66
105
$245K 0.12%
+434
106
$244K 0.12%
1,963
-476
107
$242K 0.12%
+2,778
108
$240K 0.12%
4,224
-153
109
$239K 0.12%
7,964
+2,563
110
$236K 0.11%
6,470
-18,170
111
$236K 0.11%
4,788
-59
112
$235K 0.11%
2,976
-349
113
$231K 0.11%
5,147
+30
114
$230K 0.11%
+1,719
115
$228K 0.11%
+1,543
116
$227K 0.11%
10,530
+1,349
117
$224K 0.11%
5,071
+1,058
118
$221K 0.11%
1,815
-70
119
$221K 0.11%
40,600
120
$218K 0.11%
+1,500
121
$216K 0.1%
+724
122
$215K 0.1%
+11,027
123
$215K 0.1%
18,818
+1,124
124
$214K 0.1%
7,151
-2,400
125
$214K 0.1%
3,940
-322
3 4
5
6 7