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
201
$167K 0.05%
+395
202
$166K 0.04%
+1,564
203
$162K 0.04%
+1,412
204
$160K 0.04%
2,416
-736
205
$159K 0.04%
+3,143
206
$159K 0.04%
+1,173
207
$158K 0.04%
+4,029
208
$153K 0.04%
2,965
-2,018
209
$150K 0.04%
162
-145
210
$149K 0.04%
+2,221
211
$149K 0.04%
+1,581
212
$149K 0.04%
1,126
-1,097
213
$149K 0.04%
2,440
-5,564
214
$146K 0.04%
+708
215
$143K 0.04%
+938
216
$143K 0.04%
+776
217
$141K 0.04%
+1,865
218
$141K 0.04%
+148
219
$139K 0.04%
+404
220
$131K 0.04%
+537
221
$130K 0.04%
+777
222
$124K 0.03%
+441
223
$124K 0.03%
+661
224
$122K 0.03%
1,439
-7,904
225
$121K 0.03%
+1,855
7 8
9
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