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
$243M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.16M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.52M

Top Sells

1
+$3.67M
2
+$3.06M
3
+$2.28M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.26M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.38M

Sector Composition

1 Technology 5.25%
2 Healthcare 4.56%
3 Financials 3.7%
4 Industrials 2.64%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$345K 0.14%
1,058
102
$343K 0.14%
+9,668
103
$338K 0.14%
3,455
-143
104
$330K 0.14%
1,920
105
$329K 0.14%
3,712
-189
106
$327K 0.13%
462
107
$327K 0.13%
+8,020
108
$326K 0.13%
21,433
109
$322K 0.13%
+4,229
110
$320K 0.13%
3,430
-2,749
111
$314K 0.13%
1,197
112
$313K 0.13%
4,941
-5,328
113
$312K 0.13%
+16,913
114
$312K 0.13%
2,272
+93
115
$310K 0.13%
+4,029
116
$305K 0.13%
2,422
+260
117
$303K 0.12%
10,424
-79
118
$302K 0.12%
+5,611
119
$302K 0.12%
4,837
+92
120
$298K 0.12%
899
-726
121
$293K 0.12%
5,679
+1,372
122
$292K 0.12%
+5,877
123
$289K 0.12%
5,339
+487
124
$285K 0.12%
923
125
$278K 0.11%
1,343
-71
3 4
5
6 7