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
$286M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.31M
3
+$1.16M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.07M
5
GLD icon
SPDR Gold Trust
GLD
+$541K

Top Sells

1
+$6.42M
2
+$2.31M
3
+$1.8M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.34M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.28M

Sector Composition

1 Technology 6.69%
2 Financials 5.22%
3 Industrials 4.23%
4 Healthcare 3.61%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$356K 0.12%
+7,027
127
$346K 0.12%
6,000
128
$344K 0.12%
3,658
+431
129
$344K 0.12%
1,211
+34
130
$344K 0.12%
6,336
131
$342K 0.12%
3,940
+215
132
$341K 0.12%
2,099
133
$339K 0.12%
8,888
+872
134
$338K 0.12%
1,897
+240
135
$336K 0.12%
1,356
136
$333K 0.12%
1,824
137
$329K 0.12%
395
-2
138
$329K 0.11%
1,336
139
$328K 0.11%
3,364
140
$328K 0.11%
7,781
+2,838
141
$322K 0.11%
12,999
-1,502
142
$318K 0.11%
1,607
-174
143
$313K 0.11%
1,000
144
$313K 0.11%
+20,334
145
$313K 0.11%
7,147
+1,579
146
$307K 0.11%
3,778
-5,892
147
$295K 0.1%
1,156
148
$294K 0.1%
+548
149
$294K 0.1%
1,096
150
$294K 0.1%
2,715
4 5
6
7 8