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
$155M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.8M
3
+$8.59M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.59M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.76M

Top Sells

1
+$9.07M
2
+$5.97M
3
+$5.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.34M

Sector Composition

1 Technology 3.74%
2 Healthcare 2.88%
3 Consumer Staples 2.12%
4 Industrials 1.96%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$124K 0.08%
15,562
127
$117K 0.08%
+20,550
128
$112K 0.07%
13,400
129
$108K 0.07%
13,435
-1,871
130
$100K 0.06%
2,245
-49
131
$89K 0.06%
11,325
-22,515
132
$68K 0.04%
17,741
133
$8K 0.01%
3,812
134
$5K ﹤0.01%
10,400
135
– –
-2,100
136
– –
-27,888
137
– –
-7,730
138
– –
-11,200
139
– –
-6,984
140
– –
-5,340
141
– –
-1,148
142
– –
-6,696
143
– –
-5,590
144
– –
-18,110
145
– –
-9,400
146
– –
-5,280
147
– –
-6,985
148
– –
-2,625
149
– –
-7,817
150
– –
-2,268
4 5
6
7 8