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
$271M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$756K
3
+$532K
4
FIW icon
First Trust Water ETF
FIW
+$490K
5
PCAR icon
PACCAR
PCAR
+$469K

Top Sells

1
+$1.02M
2
+$793K
3
+$726K
4
CPA icon
Copa Holdings
CPA
+$673K
5
GILD icon
Gilead Sciences
GILD
+$651K

Sector Composition

1 Technology 6.57%
2 Financials 4.98%
3 Industrials 3.87%
4 Healthcare 3.52%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.57K ﹤0.01%
400
177
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181
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192
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-24,916
193
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4 5 6 7
8