MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$761K
3 +$686K
4
EPAM icon
EPAM Systems
EPAM
+$663K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$651K

Top Sells

1 +$424K
2 +$312K
3 +$49.4K
4
ABBV icon
AbbVie
ABBV
+$34.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$25.3K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-8,811