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
1
$14.3M 8.56%
48,721
+2,277
2
$12.4M 7.45%
142,583
+5,880
3
$9.21M 5.53%
71,068
+4,356
4
$8.5M 5.1%
108,025
+4,921
5
$6.74M 4.04%
83,725
+1,966
6
$4.74M 2.85%
31,708
+2,130
7
$3.97M 2.38%
47,561
+2,600
8
$3.52M 2.11%
37,023
+2,109
9
$3.43M 2.06%
11,788
+1,002
10
$2.84M 1.71%
17,337
+838
11
$2.13M 1.28%
15,946
+655
12
$1.67M 1%
15,832
-540
13
$1.66M 1%
39,774
+408
14
$1.59M 0.96%
28,260
-796
15
$1.51M 0.91%
10,943
+258
16
$1.5M 0.9%
13,123
+109
17
$1.46M 0.88%
27,445
-696
18
$1.42M 0.85%
14,057
+150
19
$1.38M 0.83%
26,450
+3,712
20
$1.27M 0.76%
37,229
+11,979
21
$1.1M 0.66%
42,629
+3,772
22
$1.09M 0.65%
22,502
-156
23
$1.06M 0.64%
12,424
+226
24
$942K 0.57%
8,318
+38
25
$923K 0.55%
8,533
1
2 3 4 5