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
$312M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.88M
3
+$2.77M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.66M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.54M

Top Sells

1
+$7.71M
2
+$6.68M
3
+$3.4M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.95M
5
FIW icon
First Trust Water ETF
FIW
+$754K

Sector Composition

1 Industrials 8.72%
2 Financials 7.73%
3 Technology 5.77%
4 Consumer Discretionary 2.66%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-967
177
– –
-1,367
178
– –
-35,586
179
– –
-1,093
180
– –
-13,661
181
– –
-945
182
– –
-2,297
183
– –
-2,250
184
– –
-5,792
185
– –
-10,800
186
– –
-5,639
187
– –
-2,062
188
– –
-2,094
189
– –
-3,814
190
– –
-521
191
– –
-2,471
192
– –
-6,056
193
– –
-2,009
194
– –
-2,120
195
– –
-560
196
– –
-8,517
4 5 6 7
8