MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$495K 0.13%
5,443
-475
102
$487K 0.13%
630
-16
103
$483K 0.13%
2,885
-511
104
$473K 0.13%
1,370
-203
105
$461K 0.12%
3,455
+607
106
$460K 0.12%
1,831
107
$451K 0.12%
4,712
+2
108
$447K 0.12%
8,602
-844
109
$433K 0.12%
10,252
+468
110
$422K 0.11%
2,657
-264
111
$420K 0.11%
1,432
112
$418K 0.11%
880
-26
113
$418K 0.11%
13,212
+1,347
114
$416K 0.11%
13,843
+5,984
115
$415K 0.11%
5,335
-6,698
116
$414K 0.11%
1,684
+112
117
$409K 0.11%
9,076
-5,212
118
$408K 0.11%
2,443
119
$402K 0.11%
1,510
+81
120
$390K 0.11%
80,834
+5,755
121
$386K 0.1%
+100,012
122
$365K 0.1%
725
+8
123
$364K 0.1%
2,593
-8
124
$363K 0.1%
5,304
-987
125
$345K 0.09%
296
+2
3 4
5
6 7