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
$260M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$583K
2
+$581K
3
+$542K
4
RS icon
Reliance Steel & Aluminium
RS
+$503K
5
AEL
American Equity Investment Life Holding Company
AEL
+$458K

Top Sells

1
+$579K
2
+$540K
3
+$416K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$402K
5
PEG icon
Public Service Enterprise Group
PEG
+$401K

Sector Composition

1 Technology 6.09%
2 Financials 4.15%
3 Healthcare 3.88%
4 Industrials 3.18%
5 Consumer Discretionary 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$245K 0.09%
6,000
152
$243K 0.09%
2,395
-35
153
$240K 0.09%
8,899
154
$239K 0.09%
34,367
+3,199
155
$238K 0.09%
2,028
156
$236K 0.09%
1,112
157
$235K 0.09%
1,262
-85
158
$231K 0.09%
504
159
$231K 0.09%
2,715
160
$230K 0.09%
930
161
$226K 0.09%
9,902
+1,356
162
$225K 0.09%
+1,000
163
$224K 0.09%
+4,943
164
$222K 0.09%
8,455
-1,969
165
$221K 0.09%
6,283
+699
166
$220K 0.08%
3,541
-145
167
$211K 0.08%
+6,655
168
$211K 0.08%
+922
169
$210K 0.08%
919
-26
170
$207K 0.08%
4,106
-750
171
$205K 0.08%
3,687
-70
172
$157K 0.06%
14,981
173
$23.3K 0.01%
50,000
174
– –
-2,629
175
– –
-3,430
4 5 6
7
8