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
$243M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.16M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.7M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.52M

Top Sells

1
+$3.67M
2
+$3.06M
3
+$2.28M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.26M
5
RSPF icon
Invesco S&P 500 Equal Weight Financials ETF
RSPF
+$1.38M

Sector Composition

1 Technology 5.25%
2 Healthcare 4.56%
3 Financials 3.7%
4 Industrials 2.64%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$277K 0.11%
1,824
-789
127
$274K 0.11%
1,112
128
$274K 0.11%
4,856
-24,538
129
$273K 0.11%
887
-40
130
$271K 0.11%
1,231
-70
131
$270K 0.11%
+6,604
132
$270K 0.11%
3,213
-166
133
$268K 0.11%
3,168
+49
134
$265K 0.11%
3,267
-10,166
135
$260K 0.11%
4,709
136
$259K 0.11%
+14,810
137
$254K 0.1%
+22,849
138
$253K 0.1%
+2,430
139
$248K 0.1%
3,757
-1,869
140
$245K 0.1%
2,028
+24
141
$243K 0.1%
+2,075
142
$238K 0.1%
5,328
-1,992
143
$236K 0.1%
3,547
-245
144
$236K 0.1%
+1,100
145
$235K 0.1%
+8,899
146
$234K 0.1%
945
-25
147
$234K 0.1%
3,686
-232
148
$232K 0.1%
2,715
-17
149
$229K 0.09%
2,228
+37
150
$228K 0.09%
6,000
4 5
6
7 8