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
$299M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$4.53M
3
+$3.07M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.86M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.36M

Top Sells

1
+$25M
2
+$7.53M
3
+$4.27M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.13M

Sector Composition

1 Technology 7.39%
2 Financials 5.85%
3 Industrials 3.25%
4 Healthcare 2.59%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.08%
2,412
-1,008
152
$245K 0.08%
7,800
+471
153
$244K 0.08%
+1,697
154
$243K 0.08%
+10,852
155
$240K 0.08%
2,770
-3,985
156
$237K 0.08%
953
157
$232K 0.08%
763
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158
$231K 0.08%
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159
$230K 0.08%
934
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160
$230K 0.08%
2,622
-7,433
161
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162
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163
$225K 0.08%
745
-174
164
$225K 0.08%
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165
$223K 0.07%
5,337
-7,698
166
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167
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168
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169
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170
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171
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903
172
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173
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174
$203K 0.07%
4,568
-975
175
$202K 0.07%
4,834
-2,698
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