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
$207M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$5.94M
2 +$4.14M
3 +$2.97M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.36M
5
AAPL icon
Apple
AAPL
+$1.06M

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 4.13%
3 Healthcare 3.48%
4 Industrials 2.4%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-53,150