MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
+7.4%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(-3.1%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-9.49%
Top 10 Holdings %
Top 10 Hldgs %
65.99%
Holding
145
New
11
Increased
19
Reduced
54
Closed
41
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$4.65M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$3.91M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$3.53M |
| 4 |
Vanguard Total Bond Market
BND
|
$3.29M |
| 5 |
iShares Agency Bond ETF
AGZ
|
$2.74M |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Healthcare | 2.98% |
| 3 | Consumer Discretionary | 1.91% |
| 4 | Consumer Staples | 1.88% |
| 5 | Financials | 1.46% |
