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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$770K
3
+$601K
4
FIW icon
First Trust Water ETF
FIW
+$542K
5
PCAR icon
PACCAR
PCAR
+$510K

Top Sells

1
+$1.1M
2
+$793K
3
+$766K
4
GILD icon
Gilead Sciences
GILD
+$678K
5
CPA icon
Copa Holdings
CPA
+$673K

Sector Composition

1 Technology 6.57%
2 Financials 4.98%
3 Industrials 3.87%
4 Healthcare 3.52%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$471K 0.17%
8,177
+489
102
$466K 0.17%
10,300
-5,491
103
$464K 0.17%
2,087
-17
104
$461K 0.17%
1,472
-191
105
$458K 0.17%
5,254
-20
106
$451K 0.17%
5,562
-8,369
107
$448K 0.17%
+27,251
108
$409K 0.15%
2,756
-468
109
$405K 0.15%
1,554
110
$395K 0.15%
1,696
111
$389K 0.14%
2,562
+62
112
$376K 0.14%
9,309
+111
113
$376K 0.14%
2,443
114
$370K 0.14%
3,784
+500
115
$370K 0.14%
6,091
-193
116
$363K 0.13%
4,402
117
$354K 0.13%
1,781
118
$344K 0.13%
1,162
+42
119
$339K 0.12%
1,177
120
$338K 0.12%
2,401
-649
121
$332K 0.12%
8,245
+1,798
122
$331K 0.12%
1,356
123
$330K 0.12%
+3,998
124
$328K 0.12%
1,336
+8
125
$326K 0.12%
795
3 4
5
6 7