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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$770K
3
+$601K
4
FIW icon
First Trust Water ETF
FIW
+$542K
5
PCAR icon
PACCAR
PCAR
+$510K

Top Sells

1
+$1.1M
2
+$793K
3
+$766K
4
GILD icon
Gilead Sciences
GILD
+$678K
5
CPA icon
Copa Holdings
CPA
+$673K

Sector Composition

1 Technology 6.57%
2 Financials 4.98%
3 Industrials 3.87%
4 Healthcare 3.52%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$325K 0.12%
6,336
+720
127
$322K 0.12%
397
-2
128
$319K 0.12%
2,395
129
$317K 0.12%
+6,535
130
$311K 0.11%
1,824
131
$308K 0.11%
2,099
132
$307K 0.11%
860
+8
133
$303K 0.11%
+1,872
134
$303K 0.11%
3,625
-2,269
135
$301K 0.11%
3,227
-352
136
$301K 0.11%
+14,501
137
$297K 0.11%
6,000
138
$292K 0.11%
9,362
+630
139
$289K 0.11%
1,950
-290
140
$287K 0.11%
1,096
141
$284K 0.1%
4,946
+1,266
142
$283K 0.1%
3,364
-442
143
$277K 0.1%
+3,725
144
$276K 0.1%
+2,970
145
$275K 0.1%
1,657
+186
146
$275K 0.1%
2,103
147
$273K 0.1%
1,156
148
$269K 0.1%
2,715
149
$269K 0.1%
930
150
$265K 0.1%
+2,621
4 5
6
7 8