MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
-0.64%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(-17%)
Cap. Flow
-$51.2M
Cap. Flow
% of AUM
-19.72%
Top 10 Holdings %
Top 10 Hldgs %
57.6%
Holding
176
New
8
Increased
15
Reduced
114
Closed
22
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$5.68M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$4.39M |
| 3 |
iShares Agency Bond ETF
AGZ
|
$4.05M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$3.31M |
| 5 |
Real Estate Select Sector SPDR Fund
XLRE
|
$2.54M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$9.58M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$7.8M |
| 3 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$6.01M |
| 4 |
Intercontinental Exchange
ICE
|
$4.73M |
| 5 |
Tesla
TSLA
|
$3.88M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Industrials | 4.2% |
| 3 | Financials | 3.08% |
| 4 | Healthcare | 3.03% |
| 5 | Consumer Discretionary | 2.52% |
