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
$260M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.39M
3
+$4.05M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.31M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.54M

Top Sells

1
+$9.58M
2
+$7.8M
3
+$6.01M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.88M

Sector Composition

1 Technology 6.11%
2 Industrials 4.2%
3 Financials 3.08%
4 Healthcare 3.03%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$278K 0.11%
3,082
127
$276K 0.11%
1,338
-14
128
$274K 0.11%
+2,814
129
$271K 0.1%
1,384
-2,000
130
$270K 0.1%
1,128
-12
131
$263K 0.1%
+3,980
132
$262K 0.1%
3,357
-732
133
$257K 0.1%
2,334
134
$256K 0.1%
1,207
+11
135
$256K 0.1%
6,340
-2,106
136
$255K 0.1%
2,967
-711
137
$251K 0.1%
1,274
-464
138
$249K 0.1%
1,698
-1,217
139
$247K 0.1%
1,500
140
$245K 0.09%
2,103
-100
141
$245K 0.09%
4,655
-1,063
142
$239K 0.09%
2,060
-1,398
143
$234K 0.09%
1,608
144
$229K 0.09%
14,981
145
$223K 0.09%
2,968
-364
146
$222K 0.09%
3,814
147
$222K 0.09%
8,867
-1,720
148
$220K 0.08%
6,000
149
$218K 0.08%
2,749
-2,266
150
$217K 0.08%
4,168
-45
4 5
6
7 8