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
$263M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.81M
3
+$2.25M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.1M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.09M

Top Sells

1
+$6.94M
2
+$3.48M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M

Sector Composition

1 Technology 6.95%
2 Financials 3.92%
3 Healthcare 3.75%
4 Industrials 2.78%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$447K 0.17%
1,592
+15
102
$441K 0.17%
9,040
-733
103
$441K 0.17%
3,029
-20
104
$438K 0.17%
3,362
+299
105
$436K 0.17%
+3,343
106
$435K 0.17%
1,833
107
$435K 0.17%
1,271
+586
108
$424K 0.16%
4,367
+732
109
$423K 0.16%
2,173
-356
110
$418K 0.16%
2,831
111
$411K 0.16%
9,408
-62
112
$406K 0.15%
+8,386
113
$403K 0.15%
1,058
114
$401K 0.15%
4,096
115
$398K 0.15%
4,350
+478
116
$396K 0.15%
3,262
+14
117
$393K 0.15%
3,250
+137
118
$390K 0.15%
2,025
+60
119
$384K 0.15%
815
-250
120
$382K 0.15%
+4,010
121
$372K 0.14%
1,691
122
$359K 0.14%
5,448
-365
123
$358K 0.14%
1,356
+15
124
$355K 0.14%
8,490
+764
125
$355K 0.14%
2,342
+65
3 4
5
6 7