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
$260M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$581K
3
+$542K
4
RS icon
Reliance Steel & Aluminium
RS
+$503K
5
AEL
American Equity Investment Life Holding Company
AEL
+$458K

Top Sells

1
+$579K
2
+$540K
3
+$416K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402K
5
PEG icon
Public Service Enterprise Group
PEG
+$401K

Sector Composition

1 Technology 6.09%
2 Financials 4.15%
3 Healthcare 3.88%
4 Industrials 3.18%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.16%
1,833
-62
102
$403K 0.16%
1,577
+121
103
$401K 0.15%
4,096
104
$401K 0.15%
9,821
-2,681
105
$399K 0.15%
21,837
+4,924
106
$397K 0.15%
3,049
-159
107
$393K 0.15%
7,396
+1,519
108
$393K 0.15%
1,920
109
$388K 0.15%
+4,369
110
$381K 0.15%
+17,214
111
$376K 0.15%
1,691
112
$376K 0.14%
1,058
113
$374K 0.14%
9,773
+3,151
114
$365K 0.14%
3,229
-226
115
$353K 0.14%
+2,906
116
$348K 0.13%
+9,470
117
$347K 0.13%
+8,272
118
$347K 0.13%
4,752
+1,584
119
$347K 0.13%
21,433
120
$339K 0.13%
2,277
-197
121
$338K 0.13%
4,845
+155
122
$332K 0.13%
1,341
-30
123
$332K 0.13%
+15,958
124
$330K 0.13%
+3,248
125
$324K 0.12%
3,113
-599
3 4
5
6 7