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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.4M
3
+$8.16M
4
OEF icon
iShares S&P 100 ETF
OEF
+$7.98M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$6.62M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.34%
2 Healthcare 5.23%
3 Communication Services 4.58%
4 Consumer Discretionary 4.24%
5 Financials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$226K 0.18%
+1,330
127
$225K 0.18%
+5,119
128
$224K 0.18%
+2,776
129
$223K 0.18%
+4,912
130
$223K 0.18%
+5,200
131
$215K 0.18%
+4,536
132
$213K 0.17%
+2,705
133
$211K 0.17%
+6,990
134
$203K 0.17%
+20,310
135
$173K 0.14%
+5,000
136
$59K 0.05%
+10,358
137
$57K 0.05%
+1,092
138
$2K ﹤0.01%
+639
2 3 4 5
6