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
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$795K
3
+$748K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
MEDP icon
Medpace
MEDP
+$677K

Top Sells

1
+$424K
2
+$312K
3
+$50.3K
4
ABBV icon
AbbVie
ABBV
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$26.4K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$248K 0.15%
15,582
+5,066
152
$240K 0.15%
+1,262
153
$235K 0.14%
+5,579
154
$235K 0.14%
+2,892
155
$234K 0.14%
+1,560
156
$234K 0.14%
+4,860
157
$232K 0.14%
+2,041
158
$231K 0.14%
7,115
-600
159
$226K 0.14%
+2,350
160
$225K 0.14%
+2,168
161
$224K 0.14%
+1,234
162
$219K 0.14%
+1,108
163
$215K 0.13%
+1,151
164
$212K 0.13%
+2,668
165
$210K 0.13%
+2,954
166
$210K 0.13%
+6,157
167
$207K 0.13%
+3,018
168
$206K 0.13%
+6,750
169
$203K 0.13%
+14,300
170
$178K 0.11%
3,584
+1,232
171
$65K 0.04%
5,150
172
$48K 0.03%
1,915
+767
173
$17K 0.01%
+3,812
174
$2K ﹤0.01%
639
+50
175
– –
-4,160
4 5 6
7
8