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
$282M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$2.03M
3
+$1.77M
4
BXMX icon
Nuveen S&P 500 Buy-Write Income Fund
BXMX
+$1.58M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.48M

Top Sells

1
+$1.43M
2
+$624K
3
+$365K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$332K
5
GT icon
Goodyear
GT
+$308K

Sector Composition

1 Industrials 5.14%
2 Technology 5.11%
3 Financials 4.99%
4 Consumer Discretionary 3.91%
5 Healthcare 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$269K 0.1%
6,720
127
$267K 0.09%
+1,452
128
$267K 0.09%
2,919
129
$264K 0.09%
3,130
130
$262K 0.09%
1,418
131
$262K 0.09%
1,208
132
$258K 0.09%
2,363
133
$251K 0.09%
+1,266
134
$244K 0.09%
+1,061
135
$240K 0.09%
+3,419
136
$239K 0.08%
+597
137
$238K 0.08%
+1,442
138
$234K 0.08%
+2,868
139
$228K 0.08%
+8,166
140
$227K 0.08%
1,608
141
$226K 0.08%
4,297
-31
142
$225K 0.08%
14,981
143
$225K 0.08%
+6,473
144
$225K 0.08%
3,843
145
$224K 0.08%
+6,263
146
$221K 0.08%
+1,476
147
$217K 0.08%
+2,158
148
$216K 0.08%
1,527
-218
149
$214K 0.08%
1,143
-400
150
$213K 0.08%
+4,168
3 4 5
6
7