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
$173M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.11M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M

Top Sells

1
+$1.76M
2
+$1.07M
3
+$875K
4
T icon
AT&T
T
+$850K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$844K

Sector Composition

1 Technology 6.14%
2 Industrials 4.44%
3 Healthcare 4.24%
4 Financials 3.93%
5 Communication Services 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 8.4%
49,360
-2,862
2
$13.8M 7.97%
157,980
+2,455
3
$9.38M 5.41%
72,366
-3,892
4
$9.02M 5.21%
108,606
-6,657
5
$6.82M 3.94%
78,793
-10,111
6
$5.09M 2.94%
33,890
-494
7
$4.65M 2.68%
50,165
+6,178
8
$3.85M 2.22%
42,883
-7,862
9
$3.3M 1.91%
+85,278
10
$3.25M 1.88%
19,463
-112
11
$2.88M 1.66%
98,755
+35,619
12
$2.85M 1.64%
25,886
+10,132
13
$2.48M 1.43%
71,850
+3,392
14
$2.36M 1.36%
+75,588
15
$2.16M 1.25%
16,136
-1,312
16
$2.16M 1.25%
7,372
-6,003
17
$2.1M 1.21%
15,618
-315
18
$1.65M 0.95%
37,200
+7,736
19
$1.54M 0.89%
13,342
+7,776
20
$1.49M 0.86%
13,690
+5,538
21
$1.39M 0.8%
27,212
-5,498
22
$1.35M 0.78%
32,756
-6,580
23
$1.34M 0.77%
36,642
+7,017
24
$1.32M 0.76%
11,837
-2,392
25
$1.29M 0.75%
+56,157
1
2 3 4 5