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
$299M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$4.53M
3
+$3.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.36M

Top Sells

1
+$25M
2
+$7.53M
3
+$4.27M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Sector Composition

1 Technology 7.39%
2 Financials 5.85%
3 Industrials 3.25%
4 Healthcare 2.59%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.11%
1,200
-354
127
$330K 0.11%
814
-756
128
$328K 0.11%
4,576
-132
129
$321K 0.11%
338
-57
130
$321K 0.11%
2,774
+181
131
$320K 0.11%
4,027
-8,202
132
$313K 0.1%
353
-660
133
$309K 0.1%
5,809
-953
134
$309K 0.1%
2,351
-76
135
$308K 0.1%
2,691
136
$307K 0.1%
6,778
-5,506
137
$301K 0.1%
2,485
-901
138
$292K 0.1%
1,570
-933
139
$292K 0.1%
9,070
-10,545
140
$290K 0.1%
901
-314
141
$285K 0.1%
5,514
-122
142
$275K 0.09%
557
-56
143
$274K 0.09%
1,358
-621
144
$273K 0.09%
+1,663
145
$272K 0.09%
+2,478
146
$271K 0.09%
2,004
147
$267K 0.09%
1,087
148
$265K 0.09%
+1,538
149
$265K 0.09%
2,322
-928
150
$260K 0.09%
991
-119
4 5
6
7 8