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
$299M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$4.53M
3
+$3.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.36M

Top Sells

1
+$25M
2
+$7.53M
3
+$4.27M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Sector Composition

1 Technology 7.39%
2 Financials 5.85%
3 Industrials 3.25%
4 Healthcare 2.59%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.13%
+1,443
102
$396K 0.13%
1,432
-283
103
$396K 0.13%
4,971
+180
104
$392K 0.13%
11,789
+4,338
105
$391K 0.13%
2,744
-23
106
$391K 0.13%
3,754
-120
107
$391K 0.13%
5,998
108
$390K 0.13%
2,763
-3,138
109
$375K 0.13%
7,326
+131
110
$371K 0.12%
3,476
+227
111
$370K 0.12%
2,215
-186
112
$369K 0.12%
10,414
+1,425
113
$364K 0.12%
1,580
-27
114
$361K 0.12%
1,824
115
$352K 0.12%
3,145
-1,257
116
$344K 0.12%
6,009
+17
117
$344K 0.12%
747
-113
118
$343K 0.11%
650
-231
119
$342K 0.11%
2,610
-250
120
$342K 0.11%
18,883
-25,507
121
$341K 0.11%
984
-141
122
$340K 0.11%
1,963
-140
123
$337K 0.11%
10,158
+404
124
$332K 0.11%
7,668
-7,063
125
$331K 0.11%
883
-234
3 4
5
6 7