MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM $312M
AUM
$312M
AUM Growth
+$2.04M (+0.7%)
Cap. Flow
+$15.9M
Cap. Flow % of AUM
5.1%
Top 10 Holdings %Top 10 Hldgs %
55.2%
Holding
196
New
24
Increased
60
Reduced
73
Closed
26
Top Buys
| 1 | $6.7M | |
| 2 | $6.33M | |
| 3 | $2.75M | |
| 4 | $2.68M | |
| 5 | $2.55M |
Top Sells
| 1 | $7.24M | |
| 2 | $6.51M | |
| 3 | $3.43M | |
| 4 | $1.89M | |
| 5 | $734K |
Sector Composition
| 1 | Industrials | 8.72% |
| 2 | Financials | 7.73% |
| 3 | Technology | 5.97% |
| 4 | Consumer Discretionary | 2.66% |
| 5 | Healthcare | 2.52% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -2,031 | Closed | – | |||
| $0 | 0% | 0 -5,514 | Closed | – | |||
| $0 | 0% | 0 -1,976 | Closed | – | |||
| $0 | 0% | 0 -5,639 | Closed | – | |||
| $0 | 0% | 0 -2,062 | Closed | – | |||
| $0 | 0% | 0 -2,094 | Closed | – | |||
| $0 | 0% | 0 -3,814 | Closed | – | |||
| $0 | 0% | 0 -521 | Closed | – | |||
| $0 | 0% | 0 -2,471 | Closed | – | |||
| $0 | 0% | 0 -6,056 | Closed | – | |||
| $0 | 0% | 0 -967 | Closed | – | |||
| $0 | 0% | 0 -1,367 | Closed | – | |||
| $0 | 0% | 0 -35,586 | Closed | – | |||
| $0 | 0% | 0 -1,093 | Closed | – | |||
| $0 | 0% | 0 -13,661 | Closed | – | |||
| $0 | 0% | 0 -945 | Closed | – | |||
| $0 | 0% | 0 -2,297 | Closed | – | |||
| $0 | 0% | 0 -2,009 | Closed | – | |||
| $0 | 0% | 0 -2,120 | Closed | – | |||
| $0 | 0% | 0 -560 | Closed | – | |||
| $0 | 0% | 0 -8,517 | Closed | – |
