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
$299M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$4.36M
3
+$2.89M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.81M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.28M

Top Sells

1
+$24.1M
2
+$7.25M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.07M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.09M

Sector Composition

1 Technology 7.39%
2 Financials 5.85%
3 Industrials 3.25%
4 Healthcare 2.59%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-1,746
202
– –
-20,628
203
– –
-8,680
204
– –
-4,982
205
– –
-930
206
– –
-1,788
207
– –
-30,352
208
– –
-1,087
5 6 7 8
9