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
-$140K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.1M
3
+$3.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.79M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.71M

Top Sells

1
+$2.99M
2
+$2.9M
3
+$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$2.21M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.03M

Sector Composition

1 Technology 5.35%
2 Healthcare 4.28%
3 Industrials 3.32%
4 Financials 3.11%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$314K 0.14%
6,818
+298
102
$310K 0.14%
1,383
-238
103
$307K 0.14%
2,434
104
$301K 0.13%
1,351
105
$297K 0.13%
+4,811
106
$296K 0.13%
4,745
+18
107
$289K 0.13%
+25,762
108
$285K 0.13%
6,482
-335
109
$285K 0.13%
1,058
110
$275K 0.12%
+2,854
111
$275K 0.12%
990
+91
112
$275K 0.12%
1,414
113
$270K 0.12%
1,197
-122
114
$270K 0.12%
+7,543
115
$268K 0.12%
2,179
-189
116
$268K 0.12%
7,407
-2,556
117
$255K 0.11%
3,598
-1,068
118
$255K 0.11%
+4,709
119
$254K 0.11%
462
120
$254K 0.11%
3,119
+315
121
$248K 0.11%
3,291
-240
122
$246K 0.11%
923
-285
123
$244K 0.11%
3,938
+760
124
$238K 0.11%
+4,852
125
$235K 0.1%
1,301
-115
3 4
5
6 7