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MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $414M
1-Year Est. Return 32.23%
This Fund
S&P 500
This Quarter Est. Return
+16.7%
1 Year Est. Return
+32.23%
3 Year Est. Return
+84.32%
5 Year Est. Return
+96.96%
10 Year Est. Return
–
AUM
$414M
AUM Growth
+$47.6M
Cap. Flow
+$3.84M
Cap. Flow %
0.93%
Top 10 Hldgs %
42.13%
Holding
773
New
50
Increased
110
Reduced
209
Closed
58

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$14.2M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.53M
3
IYZ icon
iShares US Telecommunications ETF
IYZ
+$6.86M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$6.71M
5
URA icon
Global X Uranium ETF
URA
+$6.65M

Top Sells

Rank Stock Value
1
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$14.4M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$13.9M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.09M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.68M
5
GLD icon
SPDR Gold Trust
GLD
+$4.65M

Sector Composition

Rank Sector Weight
1 Miscellaneous 67.33%
2 Industrials 7.75%
3 Technology 7.66%
4 Financials 6.24%
5 Healthcare 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLY icon
26
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$4.25M 1.03%
36,212
+2,684
+8% +$313K
XLE icon
27
State Street Energy Select Sector SPDR ETF
XLE
$42.1B
$3.77M 0.91%
70,983
+40,033
+129% +$2.29M
PAVE icon
28
Global X US Infrastructure Development ETF
PAVE
$13.5B
$3.12M 0.75%
+52,983
New +$2.97M
AVGO icon
29
Broadcom
AVGO
$1.7T
$3M 0.72%
7,939
-1,446
-15% -$580K
AGG icon
30
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.62M 0.63%
26,494
-1,687
-6% -$167K
MSFT icon
31
Microsoft
MSFT
$3.79T
$2.13M 0.51%
5,711
-34
-0.6% -$13.8K
XLC icon
32
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$2.05M 0.5%
19,148
-121,720
-86% -$13.9M
C icon
33
Citigroup
C
$232B
$2.01M 0.49%
14,353
-412
-3% -$53.6K
VV icon
34
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$1.93M 0.47%
5,601
+12
+0.2% +$4K
EYLD icon
35
Cambria Emerging Shareholder Yield ETF
EYLD
$930M
$1.8M 0.43%
39,536
-2,417
-6% -$110K
AMAT icon
36
Applied Materials
AMAT
$346B
$1.79M 0.43%
2,469
-356
-13% -$164K
VTI icon
37
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$1.74M 0.42%
4,695
+279
+6% +$99.8K
SPMD icon
38
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
$1.66M 0.4%
24,516
-7,021
-22% -$452K
OEF icon
39
iShares S&P 100 ETF
OEF
$20.6B
$1.62M 0.39%
4,417
-1,281
-22% -$459K
FLEX icon
40
Flex
FLEX
$39.9B
$1.59M 0.38%
9,817
-2,421
-20% -$294K
BMY icon
41
Bristol-Myers Squibb
BMY
$139B
$1.57M 0.38%
27,186
+2,111
+8% +$121K
ES icon
42
Eversource Energy
ES
$26.9B
$1.51M 0.37%
20,931
+1,100
+6% +$76.2K
MO icon
43
Altria Group
MO
$116B
$1.5M 0.36%
20,843
+707
+4% +$49.3K
HST icon
44
Host Hotels & Resorts
HST
$15.1B
$1.49M 0.36%
62,845
+5,939
+10% +$133K
DFUV icon
45
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$1.48M 0.36%
26,856
-10
-0% -$525
AIT icon
46
Applied Industrial Technologies
AIT
$11.8B
$1.45M 0.35%
4,289
-74
-2% -$22.7K
DFAT icon
47
Dimensional US Targeted Value ETF
DFAT
$14.6B
$1.41M 0.34%
20,187
-151
-0.7% -$10.1K
R icon
48
Ryder
R
$9.47B
$1.41M 0.34%
5,340
-439
-8% -$107K
OHI icon
49
Omega Healthcare
OHI
$14.3B
$1.39M 0.34%
29,186
+1,950
+7% +$90.4K
ACT icon
50
Enact Holdings
ACT
$6.81B
$1.23M 0.3%
27,007
+885
+3% +$37.8K
1
2
3 4 5

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HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
VR
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BWM
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PWMG
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SCP
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WCM
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Measured Wealth Private Client Group's Q2 2026 Portfolio in Review

As of Q2 2026, Measured Wealth Private Client Group held 773 positions worth $414M, up 13% from $366M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Measured Wealth Private Client Group's Q2 2026 filing shows 50 new, 110 increased, 209 reduced and 58 closed positions. Its largest new stake was iShares US Telecommunications ETF: 161,440 shares worth $6.83M. The largest sale was State Street SPDR Portfolio S&P 500 Value ETF, an estimated $14.4M.

By sector, the portfolio is most concentrated in Miscellaneous at 67% of assets, up from 67% a quarter earlier, followed by Industrials and Technology.

  • Measured Wealth Private Client Group's largest Q2 2026 buy was iShares US Telecommunications ETF: 161,440 shares worth $6.83M.
  • Measured Wealth Private Client Group added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026, an estimated $14.2M increase.
  • Measured Wealth Private Client Group's biggest Q2 2026 reduction was State Street SPDR Portfolio S&P 500 Value ETF, cutting an estimated $14.4M.
  • Measured Wealth Private Client Group fully exited iShares Short-Term National Muni Bond ETF in Q2 2026, selling an estimated $168K.
  • Measured Wealth Private Client Group's ten largest holdings make up 42% of its $414M portfolio in Q2 2026.
  • Measured Wealth Private Client Group opened 50 new positions and closed 58 in Q2 2026.
  • Measured Wealth Private Client Group's portfolio value rose 13% quarter-over-quarter to $414M.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.