MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.07%
634
-321
152
$255K 0.07%
905
153
$254K 0.07%
745
-239
154
$250K 0.07%
959
155
$244K 0.07%
1,129
156
$241K 0.06%
1,535
+281
157
$238K 0.06%
2,598
158
$234K 0.06%
1,525
-221
159
$232K 0.06%
487
-365
160
$232K 0.06%
5,338
-1,125
161
$230K 0.06%
2,072
162
$227K 0.06%
12,432
+838
163
$224K 0.06%
+503
164
$223K 0.06%
4,806
-3,164
165
$223K 0.06%
+1,624
166
$223K 0.06%
1,529
167
$220K 0.06%
1,094
168
$218K 0.06%
718
-247
169
$217K 0.06%
+2,575
170
$217K 0.06%
4,673
-7,230
171
$216K 0.06%
2,573
-602
172
$212K 0.06%
1,674
173
$212K 0.06%
+1,098
174
$211K 0.06%
287
-271
175
$205K 0.06%
5,301
+4
5 6
7
8 9