Measured Wealth Private Client Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$474K |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$468K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$453K |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$408K |
| 5 |
Vanguard Total Bond Market
BND
|
+$374K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadridge
BR
|
+$484K |
| 2 |
EPAY
Bottomline Technologies Inc
EPAY
|
+$483K |
| 3 |
MetLife
MET
|
+$440K |
| 4 |
Phillips 66
PSX
|
+$409K |
| 5 |
Booking.com
BKNG
|
+$406K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.31% |
| 2 | Communication Services | 4.35% |
| 3 | Healthcare | 4.16% |
| 4 | Consumer Discretionary | 3.05% |
| 5 | Financials | 2.64% |
Similar funds
Measured Wealth Private Client Group's Q4 2018 Portfolio in Review
As of Q4 2018, Measured Wealth Private Client Group held 866 positions worth $110M, down 34% from $167M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Measured Wealth Private Client Group withdrew a net $44.5M in Q4 2018, closing 761 positions and reducing 71 holdings. Its most notable exit was Broadridge, an estimated $484K position sold in full.
By sector, the portfolio is most concentrated in Technology at 5.3% of assets, down from 7.1% a quarter earlier, followed by Communication Services and Healthcare.
Against the trend, Measured Wealth Private Client Group added an estimated $474K to iShares Core S&P 500 ETF.
- Measured Wealth Private Client Group added most to iShares Core S&P 500 ETF in Q4 2018, an estimated $474K increase.
- Measured Wealth Private Client Group's biggest Q4 2018 reduction was Merck, cutting an estimated $278K.
- Measured Wealth Private Client Group fully exited Broadridge in Q4 2018, selling an estimated $484K.
- Measured Wealth Private Client Group's ten largest holdings make up 59% of its $110M portfolio in Q4 2018.
- Measured Wealth Private Client Group opened 0 new positions and closed 761 in Q4 2018.
- Measured Wealth Private Client Group's portfolio value fell 34% quarter-over-quarter to $110M.
Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.