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
$283M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$1.66M
3
+$1.01M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$946K
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$650K

Top Sells

1
+$1.24M
2
+$1.1M
3
+$875K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$845K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$677K

Sector Composition

1 Technology 6.5%
2 Industrials 3.88%
3 Healthcare 3.06%
4 Financials 2.72%
5 Consumer Discretionary 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$293K 0.1%
6,478
+138
127
$290K 0.1%
3,373
+406
128
$289K 0.1%
2,945
+131
129
$288K 0.1%
4,771
-1,477
130
$273K 0.1%
2,334
131
$272K 0.1%
2,103
132
$267K 0.09%
1,725
133
$262K 0.09%
6,000
134
$261K 0.09%
5,485
-1,552
135
$260K 0.09%
2,791
-1,664
136
$254K 0.09%
3,229
-128
137
$253K 0.09%
3,814
138
$252K 0.09%
1,207
139
$252K 0.09%
1,608
140
$247K 0.09%
1,660
-38
141
$243K 0.09%
4,168
142
$243K 0.09%
14,981
143
$241K 0.09%
+1,768
144
$240K 0.08%
2,060
145
$235K 0.08%
3,964
146
$233K 0.08%
1,500
147
$229K 0.08%
1,100
148
$228K 0.08%
+469
149
$227K 0.08%
+7,851
150
$224K 0.08%
1,032
-493
3 4 5
6
7