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
$226M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.7M
3
+$2.22M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.06M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M

Top Sells

1
+$5.76M
2
+$5.71M
3
+$3.04M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.9M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.03%
3 Industrials 3.47%
4 Financials 3.06%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.13%
+4,562
127
$281K 0.12%
462
+38
128
$278K 0.12%
+15,160
129
$278K 0.12%
1,222
+124
130
$271K 0.12%
+2,118
131
$261K 0.12%
+9,539
132
$258K 0.11%
1,416
+78
133
$255K 0.11%
+781
134
$250K 0.11%
2,235
+170
135
$246K 0.11%
3,918
+49
136
$245K 0.11%
2,919
137
$243K 0.11%
2,461
+1,030
138
$243K 0.11%
4,090
+543
139
$241K 0.11%
3,881
-38
140
$239K 0.11%
5,056
+622
141
$238K 0.11%
3,678
-270
142
$238K 0.11%
4,727
+834
143
$237K 0.1%
+899
144
$236K 0.1%
+2,004
145
$232K 0.1%
2,270
+134
146
$225K 0.1%
+6,622
147
$225K 0.1%
+2,804
148
$224K 0.1%
542
-226
149
$223K 0.1%
+927
150
$222K 0.1%
920
-64
4 5
6
7 8