MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.31M
3
+$1.16M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.07M
5
GLD icon
SPDR Gold Trust
GLD
+$541K

Top Sells

1
+$6.42M
2
+$2.31M
3
+$1.8M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.34M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.28M

Sector Composition

1 Technology 6.69%
2 Financials 5.22%
3 Industrials 4.23%
4 Healthcare 3.61%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.16%
4,022
+238
102
$459K 0.16%
2,751
-5
103
$453K 0.16%
2,514
-48
104
$439K 0.15%
8,186
-2,114
105
$434K 0.15%
1,554
106
$433K 0.15%
2,443
107
$430K 0.15%
1,909
-2,424
108
$428K 0.15%
4,401
+403
109
$424K 0.15%
1,696
110
$423K 0.15%
881
-799
111
$420K 0.15%
2,086
+136
112
$402K 0.14%
6,288
+197
113
$393K 0.14%
3,155
+1,106
114
$391K 0.14%
2,395
115
$378K 0.13%
19,847
-15,506
116
$378K 0.13%
4,402
117
$376K 0.13%
+1,117
118
$376K 0.13%
13,145
+3,612
119
$373K 0.13%
3,285
-1,500
120
$370K 0.13%
+1,270
121
$366K 0.13%
2,401
122
$365K 0.13%
4,977
-585
123
$363K 0.13%
5,638
+692
124
$362K 0.13%
860
125
$362K 0.13%
1,753
-119
3 4
5
6 7