MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $334M
1-Year Est. Return 15.4%
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
-$140K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$10.1M
3
+$3.65M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.79M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.71M

Top Sells

1
+$2.99M
2
+$2.9M
3
+$2.67M
4
GLD icon
SPDR Gold Trust
GLD
+$2.21M
5
SPMD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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