MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$340K 0.09%
8,430
+57
127
$339K 0.09%
4,447
-321
128
$338K 0.09%
3,025
+10
129
$333K 0.09%
2,513
-178
130
$332K 0.09%
3,986
+2
131
$329K 0.09%
1,166
-912
132
$324K 0.09%
4,288
133
$311K 0.08%
12,177
-18,602
134
$310K 0.08%
1,412
-733
135
$305K 0.08%
2,241
136
$302K 0.08%
2,257
+16
137
$301K 0.08%
+10,443
138
$297K 0.08%
8,381
+17
139
$295K 0.08%
482
-183
140
$293K 0.08%
959
141
$289K 0.08%
+1,171
142
$288K 0.08%
+4,698
143
$288K 0.08%
1,168
-103
144
$285K 0.08%
6,404
-1,457
145
$278K 0.08%
846
146
$275K 0.07%
6,492
-5,291
147
$275K 0.07%
805
-289
148
$269K 0.07%
895
-58
149
$263K 0.07%
3,008
150
$259K 0.07%
926
4 5
6
7 8