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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.15%
+4,104
152
$253K 0.15%
+16,100
153
$249K 0.14%
4,750
-110
154
$248K 0.14%
4,575
155
$246K 0.14%
14,356
-1,226
156
$245K 0.14%
+6,696
157
$244K 0.14%
13,442
-6,024
158
$242K 0.14%
27,795
-14,150
159
$242K 0.14%
3,124
-562
160
$242K 0.14%
1,175
+67
161
$242K 0.14%
+16,650
162
$240K 0.14%
978
-51
163
$240K 0.14%
+1,805
164
$233K 0.13%
2,100
-250
165
$233K 0.13%
5,324
-255
166
$226K 0.13%
+27,888
167
$221K 0.13%
1,200
-62
168
$219K 0.13%
+41,950
169
$219K 0.13%
+28,750
170
$218K 0.13%
10,050
-480
171
$216K 0.12%
3,735
+781
172
$216K 0.12%
4,756
-585
173
$216K 0.12%
+13,156
174
$215K 0.12%
4,510
-225
175
$215K 0.12%
1,895
-874
5 6
7
8 9