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
$312M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.33M
3
+$2.75M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.68M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.55M

Top Sells

1
+$7.24M
2
+$6.51M
3
+$3.43M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.89M
5
FIW icon
First Trust Water ETF
FIW
+$734K

Sector Composition

1 Industrials 8.72%
2 Financials 7.73%
3 Technology 5.77%
4 Consumer Discretionary 2.66%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$434K 0.14%
1,316
-1,176
102
$429K 0.14%
2,443
103
$427K 0.14%
1,831
-70
104
$426K 0.14%
6,296
+462
105
$425K 0.14%
+23,511
106
$423K 0.14%
908
-20
107
$423K 0.14%
+11,446
108
$419K 0.13%
1,684
+437
109
$410K 0.13%
+3,301
110
$408K 0.13%
3,020
-130
111
$405K 0.13%
+22,246
112
$401K 0.13%
+8,575
113
$393K 0.13%
5,999
+1
114
$392K 0.13%
2,615
-391
115
$387K 0.12%
2,918
-56
116
$385K 0.12%
723
-16
117
$384K 0.12%
9,548
+700
118
$376K 0.12%
2,766
-576
119
$374K 0.12%
1,199
-106
120
$365K 0.12%
11,862
-1,243
121
$364K 0.12%
3,544
+651
122
$342K 0.11%
665
-15
123
$338K 0.11%
+22,514
124
$336K 0.11%
3,025
-45
125
$328K 0.11%
5,313
-458
3 4
5
6 7