MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.88M
3
+$3.74M
4
SPMB icon
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$3.22M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.87M

Top Sells

1
+$3.62M
2
+$2.91M
3
+$2.64M
4
BGS icon
B&G Foods
BGS
+$708K
5
SYY icon
Sysco
SYY
+$655K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 2.71%
3 Healthcare 2.56%
4 Consumer Staples 2.12%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,686
127
– –
-15,941
128
– –
-14,349
129
– –
-30,918
130
– –
-30,321
131
– –
-11,994
132
– –
-23,916
133
– –
-18,142
134
– –
-29,554
135
– –
-52,400
136
– –
-5,291
2 3 4 5
6