Measured Wealth Private Client Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$653K |
| 2 |
iShares S&P 100 ETF
OEF
|
+$551K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$509K |
| 4 |
Amazon
AMZN
|
+$414K |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$400K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VF Corp
VFC
|
+$253K |
| 2 |
EPAY
Bottomline Technologies Inc
EPAY
|
+$230K |
| 3 |
Baxter International
BAX
|
+$202K |
| 4 |
Lear
LEA
|
+$173K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$169K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.09% |
| 2 | Healthcare | 5.66% |
| 3 | Financials | 5.2% |
| 4 | Consumer Discretionary | 5.11% |
| 5 | Industrials | 4.98% |
Similar funds
Measured Wealth Private Client Group's Q3 2018 Portfolio in Review
As of Q3 2018, Measured Wealth Private Client Group held 867 positions worth $167M, up 36% from $123M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Measured Wealth Private Client Group deployed $36.7M of net new capital in Q3 2018, opening 727 new positions and adding to 85 existing holdings. Its largest new stake was Amazon: 4,400 shares worth $441K.
By sector, the portfolio is most concentrated in Technology at 7.1% of assets, up from 6.3% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Bottomline Technologies Inc, an estimated $230K trimmed.
- Measured Wealth Private Client Group's largest Q3 2018 buy was Amazon: 4,400 shares worth $441K.
- Measured Wealth Private Client Group added most to iShares Core S&P 500 ETF in Q3 2018, an estimated $653K increase.
- Measured Wealth Private Client Group's biggest Q3 2018 reduction was Bottomline Technologies Inc, cutting an estimated $230K.
- Measured Wealth Private Client Group fully exited VF Corp in Q3 2018, selling an estimated $253K.
- Measured Wealth Private Client Group's ten largest holdings make up 42% of its $167M portfolio in Q3 2018.
- Measured Wealth Private Client Group opened 727 new positions and closed 1 in Q3 2018.
- Measured Wealth Private Client Group's portfolio value rose 36% quarter-over-quarter to $167M.
Based on Measured Wealth Private Client Group's 13F filing for Q3 2018, filed 14 Nov 2018.