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

Top Buys

1
+$5.68M
2
+$4.39M
3
+$4.05M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.31M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$2.54M

Top Sells

1
+$9.58M
2
+$7.8M
3
+$6.01M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.88M

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
– –
-733
156
– –
-5,952
157
– –
-11,447
158
– –
-13,506
159
– –
-1,481
160
– –
-39,855
161
– –
-2,009
162
– –
-2,158
163
– –
-1,865
164
– –
-2,079
165
– –
-2,979
166
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-2,748
167
– –
-54,142
168
– –
-9,413
169
– –
-9,262
170
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-821
171
– –
-3,120
172
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-5,535
173
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-2,896
174
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-2,057
175
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-43,627
4 5 6
7
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