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
$285M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$830K
3
+$800K
4
DELL icon
Dell
DELL
+$782K
5
GLD icon
SPDR Gold Trust
GLD
+$754K

Top Sells

1
+$2.95M
2
+$2.5M
3
+$1.72M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$996K
5
TAP icon
Molson Coors Class B
TAP
+$917K

Sector Composition

1 Technology 8.21%
2 Financials 5.9%
3 Industrials 3.7%
4 Healthcare 3.16%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$367K 0.13%
1,607
127
$363K 0.13%
4,356
+1,326
128
$362K 0.13%
2,767
+435
129
$358K 0.13%
613
+65
130
$355K 0.12%
+2,922
131
$350K 0.12%
860
132
$347K 0.12%
9,754
+866
133
$347K 0.12%
2,103
+4
134
$343K 0.12%
2,427
+32
135
$340K 0.12%
3,386
+22
136
$338K 0.12%
4,791
+272
137
$338K 0.12%
3,250
-35
138
$336K 0.12%
+4,759
139
$333K 0.12%
1,824
140
$329K 0.12%
3,757
+639
141
$322K 0.11%
+3,249
142
$321K 0.11%
6,762
-3,752
143
$321K 0.11%
+15,494
144
$320K 0.11%
2,860
-1,531
145
$311K 0.11%
1,331
-25
146
$311K 0.11%
395
147
$306K 0.11%
4,708
-10,371
148
$302K 0.11%
1,336
149
$301K 0.11%
1,734
-352
150
$299K 0.11%
+5,992
4 5
6
7 8