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

Top Buys

1
+$14.1M
2
+$1.6M
3
+$1.04M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$809K

Top Sells

1
+$3.04M
2
+$1.54M
3
+$1.15M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$1.03M
5
VLO icon
Valero Energy
VLO
+$940K

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
in Stake 		Capital Flow
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