MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $334M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1 +$666K
2 +$565K
3 +$512K
4
AMZN icon
Amazon
AMZN
+$441K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$408K

Top Sells

1 +$274K
2 +$253K
3 +$209K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$173K
5
LEA icon
Lear
LEA
+$146K

Sector Composition

1 Technology 7.09%
2 Healthcare 5.66%
3 Financials 5.2%
4 Consumer Discretionary 5.11%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$129K 0.08%
+3,025
202
$127K 0.08%
+14,000
203
$125K 0.08%
+965
204
$125K 0.08%
+1,858
205
$123K 0.07%
+2,944
206
$123K 0.07%
+958
207
$122K 0.07%
+594
208
$121K 0.07%
+1,800
209
$120K 0.07%
+1,123
210
$118K 0.07%
+1,710
211
$117K 0.07%
+408
212
$116K 0.07%
+691
213
$116K 0.07%
+900
214
$115K 0.07%
+5,440
215
$114K 0.07%
+718
216
$114K 0.07%
+2,553
217
$114K 0.07%
+2,013
218
$114K 0.07%
+3,481
219
$113K 0.07%
+1,570
220
$112K 0.07%
+1,699
221
$111K 0.07%
1,443
-2,721
222
$111K 0.07%
+301
223
$111K 0.07%
+1,010
224
$110K 0.07%
+714
225
$107K 0.06%
+4,431