MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$851K
3
+$834K
4
VZ icon
Verizon
VZ
+$772K
5
B
Barrick Mining
B
+$654K

Top Sells

1
+$833K
2
+$754K
3
+$741K
4
AYI icon
Acuity Brands
AYI
+$738K
5
SF icon
Stifel
SF
+$735K

Sector Composition

1 Industrials 7.83%
2 Financials 7.72%
3 Technology 6.99%
4 Consumer Discretionary 2.16%
5 Healthcare 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$491K 0.15%
1,573
+167
102
$489K 0.15%
4,710
-5
103
$476K 0.14%
2,567
-15
104
$473K 0.14%
646
-55
105
$473K 0.14%
6,590
-597
106
$471K 0.14%
2,145
+632
107
$453K 0.14%
3,560
+1,033
108
$448K 0.13%
2,443
109
$442K 0.13%
1,432
110
$441K 0.13%
5,918
-378
111
$436K 0.13%
6,291
+978
112
$436K 0.13%
9,446
-102
113
$425K 0.13%
906
-2
114
$412K 0.12%
+558
115
$411K 0.12%
2,921
+567
116
$406K 0.12%
1,831
117
$394K 0.12%
8,004
-8,758
118
$388K 0.12%
1,094
+270
119
$387K 0.12%
+11,783
120
$380K 0.11%
1,271
+72
121
$378K 0.11%
665
122
$374K 0.11%
1,572
123
$371K 0.11%
7,970
-7,391
124
$364K 0.11%
11,865
+3
125
$361K 0.11%
+2,848
3 4
5
6 7