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
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$565K
3
+$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$408K

Top Sells

1
+$274K
2
+$253K
3
+$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$255K 0.15%
1,010
+1
127
$246K 0.15%
+3,150
128
$244K 0.15%
+2,149
129
$242K 0.15%
7,635
+645
130
$236K 0.14%
2,086
-338
131
$231K 0.14%
858
-214
132
$231K 0.14%
5,325
+125
133
$224K 0.13%
+1,475
134
$224K 0.13%
+5,325
135
$224K 0.13%
4,340
-779
136
$223K 0.13%
2,570
-206
137
$221K 0.13%
+2,403
138
$216K 0.13%
2,705
139
$216K 0.13%
+2,475
140
$212K 0.13%
4,536
141
$211K 0.13%
5,378
+466
142
$210K 0.13%
6,860
-915
143
$209K 0.13%
+9,060
144
$207K 0.12%
+2,339
145
$207K 0.12%
+1,268
146
$206K 0.12%
+2,191
147
$203K 0.12%
+1,123
148
$203K 0.12%
+1,145
149
$199K 0.12%
1,215
-115
150
$199K 0.12%
+625
4 5
6
7 8