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
$286M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.31M
3
+$1.16M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.07M
5
GLD icon
SPDR Gold Trust
GLD
+$541K

Top Sells

1
+$6.42M
2
+$2.31M
3
+$1.8M
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$1.34M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.28M

Sector Composition

1 Technology 6.69%
2 Financials 5.22%
3 Industrials 4.23%
4 Healthcare 3.61%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$294K 0.1%
4,519
+337
152
$290K 0.1%
12,629
-14,117
153
$288K 0.1%
+2,091
154
$286K 0.1%
3,615
155
$275K 0.1%
930
156
$272K 0.09%
488
157
$271K 0.09%
819
+39
158
$269K 0.09%
3,118
+107
159
$267K 0.09%
3,160
+190
160
$267K 0.09%
+3,065
161
$265K 0.09%
6,724
+429
162
$262K 0.09%
2,332
+140
163
$262K 0.09%
9,682
+2,148
164
$260K 0.09%
919
165
$252K 0.09%
+3,158
166
$251K 0.09%
8,158
-24,683
167
$249K 0.09%
3,387
-238
168
$247K 0.09%
+846
169
$247K 0.09%
2,004
170
$245K 0.09%
3,501
171
$245K 0.09%
2,032
+29
172
$243K 0.08%
+5,764
173
$225K 0.08%
6,970
-2,392
174
$212K 0.07%
+437
175
$210K 0.07%
2,572
-15,671
4 5 6
7
8