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
$283M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.66M
3
+$1.01M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$946K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$650K

Top Sells

1
+$1.24M
2
+$1.1M
3
+$875K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$845K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$677K

Sector Composition

1 Technology 6.5%
2 Industrials 3.88%
3 Healthcare 3.06%
4 Financials 2.72%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.12%
1,429
102
$348K 0.12%
5,679
-142
103
$343K 0.12%
6,174
-4,856
104
$341K 0.12%
2,548
-1,859
105
$337K 0.12%
6,042
-333
106
$333K 0.12%
9,909
-1,594
107
$330K 0.12%
1,338
108
$330K 0.12%
+4,556
109
$324K 0.11%
1,089
-39
110
$321K 0.11%
8,994
-2,201
111
$318K 0.11%
3,644
+34
112
$313K 0.11%
6,022
-1,510
113
$312K 0.11%
2,919
114
$311K 0.11%
4,061
+81
115
$310K 0.11%
1,440
-479
116
$309K 0.11%
+4,833
117
$307K 0.11%
5,077
+202
118
$307K 0.11%
1,417
119
$302K 0.11%
20,583
-3,384
120
$297K 0.11%
9,217
-1,202
121
$297K 0.11%
3,082
122
$296K 0.1%
7,851
-1,280
123
$296K 0.1%
1,279
124
$295K 0.1%
1,384
125
$294K 0.1%
983
-230
3 4
5
6 7