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
-$140K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.1M
3
+$3.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.79M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.71M

Top Sells

1
+$2.99M
2
+$2.9M
3
+$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$2.21M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$2.03M

Sector Composition

1 Technology 5.35%
2 Healthcare 4.28%
3 Industrials 3.32%
4 Financials 3.11%
5 Consumer Discretionary 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$234K 0.1%
+3,801
127
$233K 0.1%
1,112
-110
128
$232K 0.1%
2,191
+340
129
$232K 0.1%
2,919
130
$227K 0.1%
2,361
-100
131
$222K 0.1%
2,162
-138
132
$221K 0.1%
1,324
+48
133
$219K 0.1%
3,918
134
$218K 0.1%
542
135
$216K 0.1%
927
136
$215K 0.1%
2,004
137
$211K 0.09%
11,372
-10,619
138
$208K 0.09%
3,792
-89
139
$208K 0.09%
1,347
-5
140
$207K 0.09%
+4,307
141
$206K 0.09%
970
142
$205K 0.09%
8,327
-1,171
143
$203K 0.09%
+4,762
144
$203K 0.09%
2,732
145
$201K 0.09%
+6,000
146
$186K 0.08%
+14,484
147
$175K 0.08%
14,981
148
$169K 0.07%
+27,306
149
– –
-10,787
150
– –
-7,529
4 5
6
7 8