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
$272M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.84M
3
+$1.39M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$842K
5
EYLD icon
Cambria Emerging Shareholder Yield ETF
EYLD
+$829K

Top Sells

1
+$1.74M
2
+$1.66M
3
+$1.37M
4
NFLX icon
Netflix
NFLX
+$1.08M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$959K

Sector Composition

1 Technology 6.49%
2 Industrials 4.06%
3 Healthcare 3.38%
4 Financials 2.72%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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191
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192
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