MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
1-Year Return
15.4%
This Quarter Return
-8.85%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$110M
AUM Growth
-$56.3M
(-34%)
Cap. Flow
-$44.3M
Cap. Flow
% of AUM
-40.16%
Top 10 Holdings %
Top 10 Hldgs %
59.21%
Holding
867
New
–
Increased
29
Reduced
71
Closed
761
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$440K |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$433K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$424K |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$413K |
| 5 |
Vanguard Total Bond Market
BND
|
$379K |
Top Sells
| 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
| 1 | Technology | 5.31% |
| 2 | Communication Services | 4.35% |
| 3 | Healthcare | 4.16% |
| 4 | Consumer Discretionary | 3.05% |
| 5 | Financials | 2.64% |
