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
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$795K
3
+$748K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
MEDP icon
Medpace
MEDP
+$677K

Top Sells

1
+$424K
2
+$312K
3
+$50.3K
4
ABBV icon
AbbVie
ABBV
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$26.4K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$297K 0.18%
+5,749
127
$291K 0.18%
+4,940
128
$291K 0.18%
+11,250
129
$291K 0.18%
+36,235
130
$288K 0.18%
+5,337
131
$285K 0.18%
+2,301
132
$283K 0.17%
3,686
+799
133
$279K 0.17%
+2,769
134
$275K 0.17%
+2,890
135
$273K 0.17%
+1,712
136
$270K 0.17%
3,350
-420
137
$270K 0.17%
+1,503
138
$270K 0.17%
+3,914
139
$266K 0.16%
+18,475
140
$264K 0.16%
+2,543
141
$259K 0.16%
+10,530
142
$258K 0.16%
+4,735
143
$256K 0.16%
+7,340
144
$255K 0.16%
+2,424
145
$255K 0.16%
+5,341
146
$255K 0.16%
+2,140
147
$255K 0.16%
+7,658
148
$253K 0.16%
5,183
+712
149
$251K 0.15%
+1,029
150
$248K 0.15%
+4,575
4 5
6
7 8