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
$162M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$795K
3
+$748K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$677K
5
MEDP icon
Medpace
MEDP
+$677K

Top Sells

1
+$424K
2
+$312K
3
+$50.3K
4
ABBV icon
AbbVie
ABBV
+$33.9K
5
JNJ icon
Johnson & Johnson
JNJ
+$26.4K

Sector Composition

1 Technology 8.11%
2 Healthcare 5.57%
3 Industrials 4.99%
4 Communication Services 4.83%
5 Financials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 9.16%
52,222
+1,754
2
$13.3M 8.21%
155,525
+7,507
3
$9.55M 5.89%
76,258
+4,117
4
$9.36M 5.77%
115,263
+2,455
5
$7.46M 4.6%
88,904
+3,005
6
$4.98M 3.07%
34,384
+1,018
7
$4.41M 2.72%
50,745
+1,977
8
$4.04M 2.49%
43,987
+3,726
9
$3.78M 2.33%
13,375
+2,397
10
$3.15M 1.94%
19,575
+1,036
11
$2.27M 1.4%
68,458
+16,392
12
$2.07M 1.27%
15,933
-170
13
$2.06M 1.27%
17,448
+4,379
14
$1.8M 1.11%
63,136
+16,740
15
$1.68M 1.04%
15,754
+1,977
16
$1.64M 1.01%
32,710
+2,144
17
$1.58M 0.98%
39,336
+5,144
18
$1.55M 0.96%
14,229
-461
19
$1.53M 0.94%
25,806
+3,239
20
$1.4M 0.86%
10,013
-189
21
$1.4M 0.86%
29,464
+264
22
$1.28M 0.79%
23,741
+1,944
23
$1.26M 0.78%
23,514
+6,967
24
$1.12M 0.69%
+31,550
25
$1.12M 0.69%
13,849
+1,747
1
2 3 4 5