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
$314M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.65M
3
+$1.5M
4
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.13M
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$977K

Top Sells

1
+$1.5M
2
+$309K
3
+$295K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$243K
5
BEN icon
Franklin Resources
BEN
+$220K

Sector Composition

1 Technology 5.49%
2 Financials 5.42%
3 Industrials 5.37%
4 Consumer Discretionary 3.94%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.08%
2,334
-29
152
$253K 0.08%
1,681
+154
153
$250K 0.08%
+1,202
154
$249K 0.08%
1,418
155
$249K 0.08%
2,896
+28
156
$238K 0.08%
3,814
-29
157
$237K 0.08%
1,608
158
$228K 0.07%
2,158
159
$227K 0.07%
+2,009
160
$226K 0.07%
4,213
+45
161
$226K 0.07%
5,535
-1,185
162
$224K 0.07%
14,981
163
$214K 0.07%
+2,203
164
$211K 0.07%
733
+9
165
$209K 0.07%
1,111
+11
166
$205K 0.07%
+6,000
167
$202K 0.06%
2,748
168
$202K 0.06%
+3,550
169
– –
-3,230
3 4 5 6
7