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
$314M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.13M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$977K

Top Sells

1
+$1.5M
2
+$309K
3
+$295K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$243K
5
BEN icon
Franklin Resources
BEN
+$220K

Sector Composition

1 Technology 5.49%
2 Financials 5.42%
3 Industrials 5.37%
4 Consumer Discretionary 3.94%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$332K 0.11%
2,150
+14
127
$324K 0.1%
8,446
+2,527
128
$323K 0.1%
4,089
129
$323K 0.1%
6,414
-76
130
$315K 0.1%
2,079
+603
131
$314K 0.1%
3,678
+13
132
$311K 0.1%
1,077
+9
133
$310K 0.1%
9,413
+3,150
134
$309K 0.1%
3,332
+1,027
135
$309K 0.1%
1,280
+14
136
$308K 0.1%
+5,952
137
$306K 0.1%
1,776
+21
138
$303K 0.1%
1,140
+34
139
$302K 0.1%
1,352
+14
140
$302K 0.1%
1,396
+12
141
$301K 0.1%
10,587
+3,376
142
$299K 0.1%
11,447
+3,281
143
$288K 0.09%
2,919
144
$288K 0.09%
1,500
145
$279K 0.09%
5,850
146
$279K 0.09%
+2,979
147
$278K 0.09%
3,082
-48
148
$270K 0.09%
4,994
+697
149
$262K 0.08%
1,196
-12
150
$262K 0.08%
1,143
3 4 5
6
7