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
$285M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$830K
3
+$800K
4
DELL icon
Dell
DELL
+$782K
5
GLD icon
SPDR Gold Trust
GLD
+$754K

Top Sells

1
+$2.95M
2
+$2.5M
3
+$1.72M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$996K
5
TAP icon
Molson Coors Class B
TAP
+$917K

Sector Composition

1 Technology 8.21%
2 Financials 5.9%
3 Industrials 3.7%
4 Healthcare 3.16%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$449K 0.16%
6,341
+53
102
$441K 0.15%
2,443
103
$441K 0.15%
881
104
$440K 0.15%
2,401
105
$439K 0.15%
14,903
+1,758
106
$439K 0.15%
1,992
-65
107
$430K 0.15%
+4,259
108
$429K 0.15%
1,415
-150
109
$428K 0.15%
4,982
-484
110
$424K 0.15%
+9,125
111
$421K 0.15%
+2,883
112
$417K 0.15%
4,048
-1,319
113
$412K 0.14%
+7,195
114
$409K 0.14%
1,715
+19
115
$408K 0.14%
1,554
116
$407K 0.14%
1,117
117
$404K 0.14%
5,998
-2
118
$403K 0.14%
+20,628
119
$396K 0.14%
3,650
+490
120
$393K 0.14%
4,402
121
$390K 0.14%
4,844
+443
122
$380K 0.13%
1,215
+4
123
$376K 0.13%
3,874
+216
124
$372K 0.13%
1,125
-166
125
$367K 0.13%
+4,365
3 4
5
6 7