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
$314M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.13M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$977K

Top Sells

1
+$1.5M
2
+$309K
3
+$295K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$243K
5
BEN icon
Franklin Resources
BEN
+$220K

Sector Composition

1 Technology 5.49%
2 Financials 5.42%
3 Industrials 5.37%
4 Consumer Discretionary 3.94%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$405K 0.13%
3,458
-181
102
$404K 0.13%
5,708
+1,397
103
$402K 0.13%
2,597
-20
104
$399K 0.13%
10,179
105
$397K 0.13%
1,628
+407
106
$396K 0.13%
1,882
+430
107
$389K 0.12%
8,827
+1,203
108
$385K 0.12%
1,938
+15
109
$383K 0.12%
14,245
+2,074
110
$383K 0.12%
6,045
+1
111
$378K 0.12%
13,506
+3,492
112
$374K 0.12%
427
+3
113
$373K 0.12%
1,573
+10
114
$372K 0.12%
1,591
+87
115
$366K 0.12%
13,369
+1,779
116
$360K 0.11%
821
+224
117
$358K 0.11%
4,595
+1,176
118
$354K 0.11%
1,481
+420
119
$350K 0.11%
40,600
120
$349K 0.11%
1,865
+423
121
$347K 0.11%
1,249
122
$345K 0.11%
9,262
+2,789
123
$344K 0.11%
1,738
+562
124
$341K 0.11%
2,526
+3
125
$340K 0.11%
5,718
+688
3 4
5
6 7