MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
+9.81%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+5.5%)
Cap. Flow
-$9M
Cap. Flow
% of AUM
-3.14%
Top 10 Holdings %
Top 10 Hldgs %
55.2%
Holding
194
New
18
Increased
71
Reduced
59
Closed
9
Top Buys
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$3.79M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$2.31M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.16M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$1.07M |
| 5 |
SPDR Gold Trust
GLD
|
$541K |
Top Sells
Sector Composition
| 1 | Technology | 6.69% |
| 2 | Financials | 5.22% |
| 3 | Industrials | 4.23% |
| 4 | Healthcare | 3.61% |
| 5 | Consumer Discretionary | 2.4% |
