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
$272M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.84M
3
+$1.39M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$842K
5
EYLD icon
Cambria Emerging Shareholder Yield ETF
EYLD
+$829K

Top Sells

1
+$1.74M
2
+$1.66M
3
+$1.37M
4
NFLX icon
Netflix
NFLX
+$1.08M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$959K

Sector Composition

1 Technology 6.49%
2 Industrials 4.06%
3 Healthcare 3.38%
4 Financials 2.72%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$279K 0.1%
2,000
-1,200
127
$279K 0.1%
3,082
128
$268K 0.1%
4,168
129
$267K 0.1%
2,103
130
$267K 0.1%
+4,321
131
$266K 0.1%
+1,824
132
$265K 0.1%
1,100
133
$265K 0.1%
5,746
-2,541
134
$259K 0.1%
+4,126
135
$258K 0.09%
+3,974
136
$257K 0.09%
+4,093
137
$257K 0.09%
4,464
-1,215
138
$256K 0.09%
+1,055
139
$253K 0.09%
+3,547
140
$250K 0.09%
1,608
141
$248K 0.09%
+678
142
$247K 0.09%
+4,752
143
$246K 0.09%
3,919
+105
144
$244K 0.09%
984
-400
145
$244K 0.09%
+2,671
146
$244K 0.09%
+3,893
147
$241K 0.09%
1,768
148
$240K 0.09%
3,869
-95
149
$239K 0.09%
+955
150
$238K 0.09%
+2,082
4 5
6
7 8