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
$171M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.77M
2
+$4.97M
3
+$4M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$3.22M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.9M

Top Sells

1
+$3.62M
2
+$2.91M
3
+$2.67M
4
BGS icon
B&G Foods
BGS
+$708K
5
SYY icon
Sysco
SYY
+$655K

Sector Composition

1 Technology 5.48%
2 Consumer Discretionary 2.71%
3 Healthcare 2.56%
4 Consumer Staples 2.12%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.1M 16.39%
625,193
+128,475
2
$27.1M 15.81%
935,346
+171,390
3
$17.4M 10.15%
556,465
+127,943
4
$14.8M 8.61%
187,256
+24,055
5
$6.31M 3.68%
342,464
+26,012
6
$4.91M 2.86%
15,851
-468
7
$3.23M 1.89%
22,699
-267
8
$3.22M 1.88%
+120,179
9
$2.55M 1.49%
27,984
+2,756
10
$2.27M 1.32%
126,146
+6,776
11
$2.25M 1.31%
53,746
+5,849
12
$1.97M 1.15%
9,699
+2,907
13
$1.81M 1.05%
5,860
-82
14
$1.75M 1.02%
11,186
+4
15
$1.75M 1.02%
17,278
-2,556
16
$1.61M 0.94%
16,137
-1,156
17
$1.52M 0.89%
30,651
-53,744
18
$1.5M 0.88%
12,224
+414
19
$1.37M 0.8%
19,050
20
$1.36M 0.79%
9,484
-319
21
$1.21M 0.71%
28,417
+7,535
22
$1.2M 0.7%
22,371
+4,073
23
$1.19M 0.69%
8,451
+2,530
24
$1.08M 0.63%
6,614
-140
25
$1.05M 0.61%
23,506
+9,126
1
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