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
$260M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.39M
3
+$4.05M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.31M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.54M

Top Sells

1
+$9.58M
2
+$7.8M
3
+$6.01M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.88M

Sector Composition

1 Technology 6.11%
2 Industrials 4.2%
3 Financials 3.08%
4 Healthcare 3.03%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$348K 0.13%
2,492
-34
102
$348K 0.13%
18,988
-14,286
103
$344K 0.13%
7,037
-25,366
104
$343K 0.13%
1,429
-144
105
$342K 0.13%
4,875
-833
106
$341K 0.13%
23,967
-99,914
107
$335K 0.13%
1,676
-262
108
$334K 0.13%
11,503
-2,685
109
$334K 0.13%
9,131
-1,439
110
$331K 0.13%
1,213
-36
111
$329K 0.13%
1,467
-161
112
$322K 0.12%
6,375
-39
113
$321K 0.12%
7,532
-1,295
114
$316K 0.12%
1,525
-357
115
$316K 0.12%
1,417
-174
116
$315K 0.12%
3,610
-985
117
$313K 0.12%
1,068
-9
118
$312K 0.12%
11,500
-2,745
119
$310K 0.12%
2,136
-14
120
$308K 0.12%
11,195
-2,174
121
$305K 0.12%
1,384
-12
122
$293K 0.11%
1,279
-1
123
$292K 0.11%
1,725
+307
124
$288K 0.11%
7,575
-2,771
125
$287K 0.11%
2,919
3 4
5
6 7