MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$701K
3
+$653K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$628K

Top Sells

1
+$928K
2
+$862K
3
+$851K
4
ALSN icon
Allison Transmission
ALSN
+$703K
5
UNM icon
Unum
UNM
+$502K

Sector Composition

1 Technology 7.44%
2 Financials 7.41%
3 Industrials 7.3%
4 Healthcare 2.3%
5 Consumer Discretionary 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$203K 0.05%
+1,431
177
$201K 0.05%
737
178
$201K 0.05%
+50,276
179
$196K 0.05%
+238
180
$196K 0.05%
808
-744
181
$196K 0.05%
17,225
-637
182
$195K 0.05%
+2,054
183
$194K 0.05%
2,184
-324
184
$192K 0.05%
+621
185
$192K 0.05%
+2,295
186
$192K 0.05%
+2,909
187
$191K 0.05%
+968
188
$190K 0.05%
+13,946
189
$187K 0.05%
+572
190
$186K 0.05%
+1,380
191
$184K 0.05%
1,575
-2,094
192
$181K 0.05%
+2,457
193
$179K 0.05%
+1,532
194
$179K 0.05%
+1,495
195
$179K 0.05%
+1,640
196
$173K 0.05%
+731
197
$173K 0.05%
+498
198
$172K 0.05%
+923
199
$171K 0.05%
+772
200
$168K 0.05%
+848
6 7
8
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