MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $371M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$6.33M
3
+$2.75M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.68M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.55M

Top Sells

1
+$7.24M
2
+$6.51M
3
+$3.43M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.89M
5
FIW icon
First Trust Water ETF
FIW
+$734K

Sector Composition

1 Industrials 8.72%
2 Financials 7.73%
3 Technology 5.77%
4 Consumer Discretionary 2.66%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$239K 0.08%
3,509
-1,682
152
$238K 0.08%
959
-32
153
$236K 0.08%
+6,568
154
$233K 0.07%
2,083
-230
155
$233K 0.07%
2,591
-1,025
156
$230K 0.07%
3,044
-1,322
157
$228K 0.07%
731
-37
158
$228K 0.07%
12,941
-2,255
159
$226K 0.07%
953
160
$219K 0.07%
1,129
-695
161
$217K 0.07%
737
-26
162
$214K 0.07%
+5,294
163
$213K 0.07%
3,545
-5,788
164
$209K 0.07%
+605
165
$208K 0.07%
2,657
-102
166
$206K 0.07%
2,596
-11
167
$203K 0.07%
+745
168
$201K 0.06%
961
+8
169
$163K 0.05%
+14,223
170
$122K 0.04%
11,162
171
– –
-2,250
172
– –
-5,792
173
– –
-1,367
174
– –
-35,586
175
– –
-1,093
4 5 6
7
8