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
$226M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.7M
3
+$2.22M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.06M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M

Top Sells

1
+$5.76M
2
+$5.71M
3
+$3.04M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$1.9M

Sector Composition

1 Technology 6.64%
2 Healthcare 5.03%
3 Industrials 3.47%
4 Financials 3.06%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.1%
+2,300
152
$220K 0.1%
+1,966
153
$219K 0.1%
1,305
+350
154
$219K 0.1%
1,260
+180
155
$218K 0.1%
3,943
-225
156
$218K 0.1%
+2,834
157
$216K 0.1%
+2,517
158
$215K 0.09%
970
-130
159
$215K 0.09%
+4,178
160
$215K 0.09%
+3,496
161
$213K 0.09%
6,827
-914
162
$212K 0.09%
2,732
-350
163
$212K 0.09%
2,104
164
$209K 0.09%
+2,862
165
$208K 0.09%
+3,178
166
$208K 0.09%
+1,276
167
$208K 0.09%
1,352
-463
168
$203K 0.09%
+1,851
169
$201K 0.09%
+7,529
170
$200K 0.09%
+5,221
171
$199K 0.09%
14,981
172
$153K 0.07%
12,355
-7,744
173
$112K 0.05%
+10,307
174
$80K 0.04%
+30,000
175
– –
-1,768
5 6
7
8 9