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
$282M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.03M
3
+$1.77M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.58M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.48M

Top Sells

1
+$1.43M
2
+$624K
3
+$365K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$332K
5
GT icon
Goodyear
GT
+$308K

Sector Composition

1 Industrials 5.14%
2 Technology 5.11%
3 Financials 4.99%
4 Consumer Discretionary 3.91%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.12%
12,171
-955
102
$342K 0.12%
2,523
103
$320K 0.11%
424
104
$319K 0.11%
1,249
-459
105
$318K 0.11%
1,504
-17
106
$316K 0.11%
+1,221
107
$314K 0.11%
+4,311
108
$312K 0.11%
5,030
+146
109
$310K 0.11%
4,089
-387
110
$307K 0.11%
+3,811
111
$302K 0.11%
6,490
-5,536
112
$299K 0.11%
1,068
113
$297K 0.11%
1,106
114
$296K 0.11%
1,338
115
$294K 0.1%
11,590
+535
116
$293K 0.1%
+6,601
117
$293K 0.1%
40,600
118
$289K 0.1%
+10,014
119
$284K 0.1%
2,136
120
$283K 0.1%
3,665
+682
121
$281K 0.1%
1,384
-98
122
$275K 0.1%
2,327
-28
123
$275K 0.1%
1,500
124
$272K 0.1%
1,755
-10
125
$271K 0.1%
5,850
3 4
5
6 7