MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
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
+$5.87M
2
+$4.13M
3
+$2.99M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.38M
5
GEF icon
Greif
GEF
+$1.08M

Top Sells

1
+$3.58M
2
+$609K
3
+$592K
4
ASG
Liberty All-Star Growth Fund
ASG
+$436K
5
CMU
MFS High Yield Municipal Trust
CMU
+$394K

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
– –
-23,633
3 4 5 6
7