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
$263M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.81M
3
+$2.25M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.1M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.09M

Top Sells

1
+$6.94M
2
+$3.48M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M

Sector Composition

1 Technology 6.95%
2 Financials 3.92%
3 Healthcare 3.75%
4 Industrials 2.78%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$349K 0.13%
+4,819
127
$339K 0.13%
4,859
-7,654
128
$329K 0.13%
+3,639
129
$326K 0.12%
+7,850
130
$321K 0.12%
8,742
-1,079
131
$318K 0.12%
+4,472
132
$314K 0.12%
454
+6
133
$313K 0.12%
2,631
-275
134
$308K 0.12%
833
-1,099
135
$307K 0.12%
14,691
-2,523
136
$303K 0.12%
6,478
-175
137
$303K 0.12%
3,550
+28
138
$301K 0.11%
882
-21
139
$300K 0.11%
+1,231
140
$299K 0.11%
1,197
141
$296K 0.11%
1,824
142
$293K 0.11%
+9,965
143
$283K 0.11%
5,988
-1,408
144
$282K 0.11%
+3,124
145
$281K 0.11%
1,373
+63
146
$272K 0.1%
1,226
+36
147
$272K 0.1%
6,636
-6,229
148
$270K 0.1%
901
+14
149
$269K 0.1%
+8,686
150
$268K 0.1%
930
4 5
6
7 8