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
$260M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$581K
3
+$542K
4
RS icon
Reliance Steel & Aluminium
RS
+$503K
5
AEL
American Equity Investment Life Holding Company
AEL
+$458K

Top Sells

1
+$579K
2
+$540K
3
+$416K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402K
5
PEG icon
Public Service Enterprise Group
PEG
+$401K

Sector Composition

1 Technology 6.09%
2 Financials 4.15%
3 Healthcare 3.88%
4 Industrials 3.18%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.12%
7,726
+1,122
127
$316K 0.12%
+3,872
128
$316K 0.12%
3,063
-150
129
$315K 0.12%
+1,965
130
$309K 0.12%
3,522
-615
131
$301K 0.12%
31,243
+8,394
132
$300K 0.12%
5,813
+134
133
$300K 0.12%
3,614
+1,386
134
$300K 0.12%
448
-14
135
$296K 0.11%
4,709
136
$296K 0.11%
5,429
+90
137
$294K 0.11%
9,666
-653
138
$293K 0.11%
2,409
+137
139
$291K 0.11%
1,197
-34
140
$289K 0.11%
+3,635
141
$288K 0.11%
1,190
-7
142
$281K 0.11%
1,824
143
$280K 0.11%
+3,027
144
$279K 0.11%
903
-20
145
$266K 0.1%
6,653
+1,248
146
$264K 0.1%
1,310
-33
147
$255K 0.1%
887
148
$254K 0.1%
2,075
149
$245K 0.09%
3,521
-26
150
$245K 0.09%
685
-214
4 5
6
7 8