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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$212K 0.12%
+2,625
177
$212K 0.12%
1,065
-86
178
$211K 0.12%
+3,774
179
$208K 0.12%
6,750
180
$207K 0.12%
+5,144
181
$206K 0.12%
+3,594
182
$204K 0.12%
2,328
-1,837
183
$202K 0.12%
+1,190
184
$202K 0.12%
1,768
-400
185
$200K 0.12%
6,950
-5,370
186
$200K 0.12%
6,984
-4,329
187
$196K 0.11%
+7,796
188
$181K 0.1%
+23,633
189
$165K 0.1%
+14,450
190
$160K 0.09%
+25,601
191
$139K 0.08%
+11,965
192
$126K 0.07%
+15,306
193
$124K 0.07%
+15,562
194
$120K 0.07%
+10,000
195
$120K 0.07%
2,294
-1,290
196
$112K 0.06%
+13,400
197
$78K 0.05%
+17,741
198
$24K 0.01%
1,148
-767
199
$18K 0.01%
3,812
200
$7K ﹤0.01%
+10,400
5 6 7
8
9