MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
-4.41%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(-0.06%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
4.63%
Top 10 Holdings %
Top 10 Hldgs %
57.31%
Holding
192
New
18
Increased
36
Reduced
63
Closed
44
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$15.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.1M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$3.65M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.79M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.71M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.99M |
| 2 |
Invesco S&P 500 Equal Weight Materials ETF
RSPM
|
$2.9M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$2.67M |
| 4 |
SPDR Gold Trust
GLD
|
$2.21M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$2.03M |
Sector Composition
| 1 | Technology | 5.35% |
| 2 | Healthcare | 4.28% |
| 3 | Industrials | 3.32% |
| 4 | Financials | 3.11% |
| 5 | Consumer Discretionary | 1.69% |
