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
$260M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.54M
3
+$4.07M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.41M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.65M

Top Sells

1
+$9.81M
2
+$7.98M
3
+$5.67M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.53M

Sector Composition

1 Technology 6.11%
2 Industrials 4.2%
3 Financials 3.08%
4 Healthcare 3.03%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$216K 0.08%
1,100
-11
152
$214K 0.08%
1,431
-250
153
$209K 0.08%
3,517
-33
154
$208K 0.08%
3,964
-1,030
155
– –
-1,481
156
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-2,979
157
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-39,855
158
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-2,009
159
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-5,952
160
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-2,896
161
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-2,057
162
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-43,627
163
– –
-4,709
164
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-733
165
– –
-1,865
166
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-2,079
167
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-2,748
168
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-54,142
169
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-9,413
170
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171
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-821
172
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173
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-3,120
174
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-5,535
175
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-11,447
4 5 6
7
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