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
$272M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.84M
3
+$1.39M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$842K
5
EYLD icon
Cambria Emerging Shareholder Yield ETF
EYLD
+$829K

Top Sells

1
+$1.74M
2
+$1.66M
3
+$1.37M
4
NFLX icon
Netflix
NFLX
+$1.08M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$959K

Sector Composition

1 Technology 6.49%
2 Industrials 4.06%
3 Healthcare 3.38%
4 Financials 2.72%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$341K 0.13%
1,068
102
$333K 0.12%
1,815
-1,900
103
$324K 0.12%
424
104
$320K 0.12%
9,794
+577
105
$320K 0.12%
12,979
+5,128
106
$319K 0.12%
7,741
-1,177
107
$318K 0.12%
1,432
+15
108
$317K 0.12%
2,701
-2,409
109
$315K 0.12%
5,683
+147
110
$313K 0.12%
1,098
+9
111
$312K 0.11%
3,948
-641
112
$303K 0.11%
5,711
-331
113
$295K 0.11%
+978
114
$295K 0.11%
2,919
115
$295K 0.11%
+4,434
116
$289K 0.11%
+6,158
117
$288K 0.11%
2,308
-2,285
118
$287K 0.11%
2,136
119
$286K 0.11%
20,099
-484
120
$286K 0.11%
+3,425
121
$285K 0.1%
6,450
+428
122
$283K 0.1%
+5,867
123
$281K 0.1%
1,322
+43
124
$280K 0.1%
1,338
125
$280K 0.1%
+702
3 4
5
6 7