MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $378M
1-Year Est. Return 19.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.6%
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
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