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
$226M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.7M
3
+$2.22M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.06M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M

Top Sells

1
+$5.76M
2
+$5.71M
3
+$3.04M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.9M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.03%
3 Industrials 3.47%
4 Financials 3.06%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$347K 0.15%
4,175
-872
102
$345K 0.15%
21,433
103
$340K 0.15%
1,621
+566
104
$335K 0.15%
2,765
105
$334K 0.15%
3,142
-378
106
$333K 0.15%
1,351
-54
107
$332K 0.15%
14,227
-4,704
108
$330K 0.15%
1,208
-60
109
$329K 0.15%
2,368
+544
110
$326K 0.14%
6,926
+1,059
111
$321K 0.14%
1,319
-89
112
$313K 0.14%
5,882
+199
113
$309K 0.14%
+3,531
114
$309K 0.14%
4,666
+1,241
115
$304K 0.13%
9,498
-1,389
116
$304K 0.13%
1,058
-10
117
$303K 0.13%
786
+84
118
$302K 0.13%
1,414
+30
119
$298K 0.13%
7,148
-1,096
120
$293K 0.13%
9,672
-122
121
$292K 0.13%
+1,356
122
$291K 0.13%
3,919
+1,248
123
$290K 0.13%
7,080
+630
124
$288K 0.13%
6,520
+2,399
125
$286K 0.13%
+8,836
3 4
5
6 7