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
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$565K
3
+$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$408K

Top Sells

1
+$274K
2
+$253K
3
+$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$198K 0.12%
+1,320
152
$192K 0.12%
+12,594
153
$192K 0.12%
2,048
-889
154
$187K 0.11%
+6,733
155
$187K 0.11%
+1,692
156
$180K 0.11%
+5,950
157
$178K 0.11%
1,228
-1,009
158
$176K 0.11%
+2,197
159
$171K 0.1%
+1,195
160
$171K 0.1%
+1,357
161
$168K 0.1%
+2,139
162
$168K 0.1%
+5,465
163
$168K 0.1%
+2,813
164
$167K 0.1%
+903
165
$167K 0.1%
+2,810
166
$166K 0.1%
+1,640
167
$166K 0.1%
+1,887
168
$163K 0.1%
+1,225
169
$162K 0.1%
+2,329
170
$161K 0.1%
+12,280
171
$160K 0.1%
+1,758
172
$158K 0.09%
+4,123
173
$158K 0.09%
+2,189
174
$158K 0.09%
+3,038
175
$155K 0.09%
+398
5 6
7
8 9