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
$260M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.39M
3
+$4.05M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.31M
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$2.54M

Top Sells

1
+$9.58M
2
+$7.8M
3
+$6.01M
4
ICE icon
Intercontinental Exchange
ICE
+$4.73M
5
TSLA icon
Tesla
TSLA
+$3.88M

Sector Composition

1 Technology 6.11%
2 Industrials 4.2%
3 Financials 3.08%
4 Healthcare 3.03%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.2M 15.09%
612,265
+51,692
2
$35.2M 13.57%
903,722
-245,748
3
$21.6M 8.32%
468,261
-169,041
4
$19.8M 7.63%
191,883
-10,379
5
$7.42M 2.86%
361,162
-47,697
6
$5.84M 2.25%
13,559
-1,317
7
$5.68M 2.19%
+34,593
8
$5.24M 2.02%
205,250
+3,000
9
$5.14M 1.98%
36,312
-1,312
10
$4.39M 1.69%
+29,424
11
$4.3M 1.66%
85,581
-23,129
12
$4.12M 1.59%
141,008
-205,543
13
$4.05M 1.56%
+34,213
14
$3.65M 1.4%
18,480
-1,230
15
$2.79M 1.07%
42,127
-2,878
16
$2.69M 1.03%
9,526
-1,048
17
$2.54M 0.98%
+57,128
18
$2.51M 0.97%
+39,358
19
$2.51M 0.97%
5,846
-9
20
$2.48M 0.96%
30,294
-2,398
21
$2.29M 0.88%
26,260
-1,979
22
$2.15M 0.83%
28,364
-2,279
23
$2.03M 0.78%
9,146
-1,586
24
$2M 0.77%
31,832
-2,187
25
$1.79M 0.69%
8,932
-50
1
2 3 4 5