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
$263M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.81M
3
+$2.25M
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$1.1M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.09M

Top Sells

1
+$6.94M
2
+$3.48M
3
+$2.36M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.74M

Sector Composition

1 Technology 6.95%
2 Financials 3.92%
3 Healthcare 3.75%
4 Industrials 2.78%
5 Consumer Discretionary 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
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