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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$304K 0.18%
1,795
-40
127
$302K 0.17%
2,268
-33
128
$300K 0.17%
9,855
+560
129
$299K 0.17%
+65,284
130
$299K 0.17%
+822
131
$297K 0.17%
+40,584
132
$292K 0.17%
10,605
-1,960
133
$292K 0.17%
4,665
-935
134
$291K 0.17%
5,339
+2
135
$287K 0.17%
973
-441
136
$286K 0.17%
5,280
+340
137
$286K 0.17%
11,294
-33,576
138
$285K 0.16%
10,414
-3,307
139
$284K 0.16%
5,584
-9,035
140
$283K 0.16%
2,507
+83
141
$281K 0.16%
5,844
+661
142
$280K 0.16%
25,711
-2,699
143
$279K 0.16%
5,886
-3,290
144
$277K 0.16%
2,405
-639
145
$276K 0.16%
6,985
-600
146
$275K 0.16%
5,534
-1,554
147
$273K 0.16%
1,573
-285
148
$268K 0.15%
+7,043
149
$264K 0.15%
3,626
+276
150
$260K 0.15%
+53,065
4 5
6
7 8