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
$309M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$1.65M
3
+$1.1M
4
GLD icon
SPDR Gold Trust
GLD
+$825K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$809K

Top Sells

1
+$2.99M
2
+$1.58M
3
+$1.03M
4
VLO icon
Valero Energy
VLO
+$940K
5
AVGO icon
Broadcom
AVGO
+$915K

Sector Composition

1 Industrials 7.41%
2 Technology 7.33%
3 Financials 6.45%
4 Consumer Discretionary 2.86%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
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