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MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$366M
1-Year Est. Return
21.68%
This Fund
S&P 500
This Quarter
Est. Return
+7.32%
1 Year Est. Return
+21.68%
3 Year Est. Return
+68.11%
5 Year Est. Return
+79.07%
10 Year Est. Return
–
AUM
$371M
AUM Growth
+$36.8M
(+11%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
51.1%
Holding
696
New
507
Increased
49
Reduced
101
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$917K |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$701K |
| 3 |
CVS Health
CVS
|
+$653K |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$645K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$628K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Manulife Financial
MFC
|
+$928K |
| 2 |
GAP
The Gap Inc
GAP
|
+$862K |
| 3 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$851K |
| 4 |
Allison Transmission
ALSN
|
+$703K |
| 5 |
Unum
UNM
|
+$502K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.44% |
| 2 | Financials | 7.41% |
| 3 | Industrials | 7.3% |
| 4 | Healthcare | 2.3% |
| 5 | Consumer Discretionary | 1.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Workday
WDAY
$36.4B
| $25.5K | 0.01% |
+106
| New | +$24.5K |
|
427
Uber
UBER
$138B
| $25.3K | 0.01% |
+258
| New | +$24.1K |
|
428
BlackLine
BL
$1.81B
| $25.2K | 0.01% |
+474
| New | +$25.6K |
|
|
WNS
429
DELISTED
WNS Holdings
WNS
| $25K | 0.01% |
+328
| New | +$24.5K |
|
430
Churchill Downs
CHDN
$6.17B
| $24.8K | 0.01% |
+256
| New | +$26.3K |
|
431
Boeing
BA
$167B
| $24.8K | 0.01% |
+115
| New | +$25.9K |
|
432
Autodesk
ADSK
$47.2B
| $24.8K | 0.01% |
+78
| New | +$23.8K |
|
433
Solventum
SOLV
$14B
| $24.6K | 0.01% |
+337
| New | +$24.7K |
|
434
Carnival Corporation Ltd
CCL
$36.6B
| $24.6K | 0.01% |
+850
| New | +$25.7K |
|
435
Rexford Industrial Realty
REXR
$8.67B
| $24.3K | 0.01% |
+592
| New | +$23.2K |
|
436
RPM International
RPM
$13.7B
| $24.3K | 0.01% |
+206
| New | +$24.7K |
|
437
BP
BP
$110B
| $24.1K | 0.01% |
+700
| New | +$23.4K |
|
438
Veracyte
VCYT
$4.43B
| $24K | 0.01% |
+699
| New | +$20.1K |
|
439
Encompass Health
EHC
$11.4B
| $23.8K | 0.01% |
+187
| New | +$22.3K |
|
440
Arch Capital
ACGL
$36.4B
| $23.7K | 0.01% |
+261
| New | +$23.4K |
|
441
Penske Automotive Group
PAG
$14.2B
| $23.5K | 0.01% |
+135
| New | +$24.1K |
|
442
Gentherm
THRM
$1.28B
| $23.2K | 0.01% |
+682
| New | +$23.1K |
|
443
Clean Harbors
CLH
$16.1B
| $23.2K | 0.01% |
+100
| New | +$23.7K |
|
444
Capital One
COF
$127B
| $23.2K | 0.01% |
+109
| New | +$23.9K |
|
445
Watsco Inc
WSO
$15B
| $23K | 0.01% |
+57
| New | +$24.4K |
|
446
Azenta
AZTA
$1.25B
| $23K | 0.01% |
+802
| New | +$24.9K |
|
447
ServiceNow
NOW
$108B
| $23K | 0.01% |
+125
| New | +$23.3K |
|
448
Otis Worldwide
OTIS
$28B
| $22.9K | 0.01% |
+251
| New | +$22.8K |
|
449
PPG Industries
PPG
$26.2B
| $22.9K | 0.01% |
+218
| New | +$24.2K |
|
450
Thomson Reuters
TRI
$42.3B
| $22.7K | 0.01% |
+144
| New | +$26.9K |
|
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Measured Wealth Private Client Group's Q3 2025 Portfolio in Review
As of Q3 2025, Measured Wealth Private Client Group held 696 positions worth $371M, up 11% from $334M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Measured Wealth Private Client Group deployed $16M of net new capital in Q3 2025, opening 507 new positions and adding to 49 existing holdings. Its largest new stake was CVS Health: 9,523 shares worth $718K.
By sector, the portfolio is most concentrated in Technology at 7.4% of assets, up from 7% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was Manulife Financial, an estimated $928K trimmed.
- Measured Wealth Private Client Group's largest Q3 2025 buy was CVS Health: 9,523 shares worth $718K.
- Measured Wealth Private Client Group added most to Invesco S&P 500 Equal Weight ETF in Q3 2025, an estimated $917K increase.
- Measured Wealth Private Client Group's biggest Q3 2025 reduction was Manulife Financial, cutting an estimated $928K.
- Measured Wealth Private Client Group fully exited Brookline Bancorp in Q3 2025, selling an estimated $118K.
- Measured Wealth Private Client Group's ten largest holdings make up 51% of its $371M portfolio in Q3 2025.
- Measured Wealth Private Client Group opened 507 new positions and closed 1 in Q3 2025.
- Measured Wealth Private Client Group's portfolio value rose 11% quarter-over-quarter to $371M.
Based on Measured Wealth Private Client Group's 13F filing for Q3 2025, filed 14 Nov 2025.