MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.33M
3
+$2.75M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.68M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.55M

Top Sells

1
+$7.24M
2
+$6.51M
3
+$3.43M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.89M
5
FIW icon
First Trust Water ETF
FIW
+$734K

Sector Composition

1 Industrials 8.72%
2 Financials 7.73%
3 Technology 5.77%
4 Consumer Discretionary 2.66%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$327K 0.11%
4,575
+627
127
$317K 0.1%
1,572
-11
128
$316K 0.1%
36,281
-37,084
129
$309K 0.1%
2,331
+9
130
$308K 0.1%
3,506
-2,246
131
$307K 0.1%
3,986
-3
132
$304K 0.1%
4,290
-637
133
$303K 0.1%
2,691
134
$297K 0.1%
8,405
-489
135
$289K 0.09%
824
-388
136
$288K 0.09%
1,513
-98
137
$282K 0.09%
905
-4
138
$280K 0.09%
296
-31
139
$280K 0.09%
3,746
-783
140
$278K 0.09%
337
-18
141
$278K 0.09%
2,248
-103
142
$275K 0.09%
2,354
-1,832
143
$269K 0.09%
735
144
$260K 0.08%
1,524
-372
145
$260K 0.08%
+3,409
146
$258K 0.08%
1,674
147
$257K 0.08%
1,303
-3,139
148
$254K 0.08%
+2,527
149
$253K 0.08%
2,511
-7,293
150
$245K 0.08%
10,031
-9,948
4 5
6
7 8