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
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1 +$666K
2 +$565K
3 +$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$408K

Top Sells

1 +$274K
2 +$253K
3 +$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$155K 0.09%
+5,403
177
$155K 0.09%
+2,305
178
$155K 0.09%
+5,276
179
$153K 0.09%
+8,688
180
$153K 0.09%
+8,172
181
$153K 0.09%
+7,157
182
$153K 0.09%
+1,500
183
$149K 0.09%
+7,500
184
$148K 0.09%
+1,402
185
$146K 0.09%
+1,012
186
$145K 0.09%
+2,149
187
$142K 0.09%
+4,635
188
$140K 0.08%
+1,404
189
$135K 0.08%
+4,900
190
$134K 0.08%
+8,010
191
$134K 0.08%
+1,634
192
$133K 0.08%
+2,140
193
$133K 0.08%
+6,320
194
$133K 0.08%
+5,500
195
$133K 0.08%
+5,694
196
$132K 0.08%
5,150
+150
197
$131K 0.08%
+1,231
198
$130K 0.08%
+6,344
199
$129K 0.08%
+870
200
$129K 0.08%
+1,820