MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
1-Year Return
15.4%
This Quarter Return
+3.11%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$173M
AUM Growth
+$11M
(+6.8%)
Cap. Flow
+$6.64M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
42.56%
Holding
226
New
52
Increased
29
Reduced
115
Closed
25
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.76M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.07M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$875K |
| 4 |
AT&T
T
|
$850K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$844K |
Sector Composition
| 1 | Technology | 6.14% |
| 2 | Industrials | 4.44% |
| 3 | Healthcare | 4.24% |
| 4 | Financials | 3.93% |
| 5 | Communication Services | 3.52% |
