MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
-2.51%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(-3.9%)
Cap. Flow
-$1.78M
Cap. Flow
% of AUM
-0.65%
Top 10 Holdings %
Top 10 Hldgs %
61.7%
Holding
192
New
33
Increased
40
Reduced
72
Closed
22
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$2.62M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.84M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.39M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$842K |
| 5 |
Cambria Emerging Shareholder Yield ETF
EYLD
|
$829K |
Top Sells
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$1.74M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.66M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$1.37M |
| 4 |
Netflix
NFLX
|
$1.08M |
| 5 |
Dimensional US Equity ETF
DFUS
|
$959K |
Sector Composition
| 1 | Technology | 6.49% |
| 2 | Industrials | 4.06% |
| 3 | Healthcare | 3.38% |
| 4 | Financials | 2.72% |
| 5 | Consumer Discretionary | 2.2% |
