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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$770K
3
+$601K
4
FIW icon
First Trust Water ETF
FIW
+$542K
5
PCAR icon
PACCAR
PCAR
+$510K

Top Sells

1
+$1.1M
2
+$793K
3
+$766K
4
GILD icon
Gilead Sciences
GILD
+$678K
5
CPA icon
Copa Holdings
CPA
+$673K

Sector Composition

1 Technology 6.57%
2 Financials 4.98%
3 Industrials 3.87%
4 Healthcare 3.52%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$264K 0.1%
+780
152
$263K 0.1%
8,016
+518
153
$260K 0.1%
+3,615
154
$259K 0.1%
+6,124
155
$258K 0.1%
+1,000
156
$256K 0.09%
2,246
-141
157
$256K 0.09%
+3,011
158
$255K 0.09%
+6,295
159
$254K 0.09%
3,501
+40
160
$248K 0.09%
488
161
$240K 0.09%
+2,192
162
$239K 0.09%
919
163
$238K 0.09%
2,191
164
$235K 0.09%
2,004
165
$232K 0.09%
+4,182
166
$222K 0.08%
+2,049
167
$221K 0.08%
+2,003
168
$219K 0.08%
+9,533
169
$215K 0.08%
+5,568
170
$209K 0.08%
+7,534
171
$207K 0.08%
4,943
-5,559
172
$203K 0.07%
741
173
$202K 0.07%
+964
174
$158K 0.06%
14,481
-500
175
$65.5K 0.02%
10,000
4 5 6
7
8