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
$240M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$1.69M
3
+$1.52M
4
PSK icon
SPDR ICE Preferred Securities ETF
PSK
+$538K
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$418K

Top Sells

1
+$1.15M
2
+$1.08M
3
+$949K
4
MSFT icon
Microsoft
MSFT
+$624K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$461K

Sector Composition

1 Technology 5.2%
2 Financials 4.8%
3 Consumer Discretionary 4.11%
4 Healthcare 2.91%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.12%
1,068
-8
102
$281K 0.12%
4,884
+660
103
$280K 0.12%
1,482
-1,706
104
$276K 0.12%
2,355
-130
105
$273K 0.11%
1,338
106
$269K 0.11%
818
+123
107
$266K 0.11%
40,600
108
$265K 0.11%
8,738
+303
109
$263K 0.11%
1,106
-64
110
$261K 0.11%
1,765
-24
111
$261K 0.11%
1,543
112
$257K 0.11%
1,418
-545
113
$257K 0.11%
1,208
-620
114
$256K 0.11%
+2,393
115
$256K 0.11%
5,850
-620
116
$253K 0.11%
2,363
-537
117
$252K 0.11%
+2,919
118
$249K 0.1%
11,055
+1,435
119
$248K 0.1%
699
-195
120
$237K 0.1%
4,328
-460
121
$233K 0.1%
6,720
-431
122
$230K 0.1%
+3,130
123
$229K 0.1%
1,500
124
$225K 0.09%
3,843
-700
125
$223K 0.09%
+1,745
2 3 4
5
6