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
$155M
AUM Growth
-$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.8M
3
+$8.59M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.59M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.76M

Top Sells

1
+$9.07M
2
+$5.97M
3
+$5.88M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.34M

Sector Composition

1 Technology 3.74%
2 Healthcare 2.88%
3 Consumer Staples 2.12%
4 Industrials 1.96%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-3,463
202
– –
-1,805
203
– –
-10,414
204
– –
-2,405
205
– –
-3,587
206
– –
-1,895
207
– –
-10,080
208
– –
-4,510
209
– –
-11,260
210
– –
-7,440
211
– –
-16,650
212
– –
-6,405
213
– –
-27,795
214
– –
-5,144
215
– –
-4,616
216
– –
-9,855
217
– –
-1,573
218
– –
-11,397
5 6 7 8
9