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
$171M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Sells

1 +$3.62M
2 +$2.91M
3 +$2.67M
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
-14,100
127
-3,686
128
-30,321
129
-11,994
130
-23,916
131
-18,142
132
-29,554
133
-52,400
134
-15,941
135
-14,349
136
-5,291