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
$285M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$830K
3
+$800K
4
DELL icon
Dell
DELL
+$782K
5
GLD icon
SPDR Gold Trust
GLD
+$754K

Top Sells

1
+$2.95M
2
+$2.5M
3
+$1.72M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$996K
5
TAP icon
Molson Coors Class B
TAP
+$917K

Sector Composition

1 Technology 8.21%
2 Financials 5.9%
3 Industrials 3.7%
4 Healthcare 3.16%
5 Consumer Discretionary 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.1%
7,532
-3,894
152
$294K 0.1%
1,000
153
$283K 0.1%
1,087
-822
154
$280K 0.1%
2,691
-24
155
$278K 0.1%
8,989
+831
156
$277K 0.1%
3,420
-2,306
157
$271K 0.1%
5,543
-3,546
158
$267K 0.09%
919
159
$266K 0.09%
2,593
+333
160
$265K 0.09%
3,615
161
$263K 0.09%
1,110
+14
162
$243K 0.09%
930
163
$242K 0.09%
2,004
164
$239K 0.08%
+7,329
165
$237K 0.08%
3,621
+120
166
$235K 0.08%
+8,680
167
$235K 0.08%
7,451
+481
168
$235K 0.08%
1,486
-2,252
169
$234K 0.08%
5,636
-700
170
$228K 0.08%
451
+14
171
$223K 0.08%
417
-71
172
$222K 0.08%
+261
173
$212K 0.07%
3,336
174
$211K 0.07%
+1,087
175
$210K 0.07%
+1,501
5 6
7
8 9