MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
-0.54%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+0.66%)
Cap. Flow
+$7.44M
Cap. Flow
% of AUM
2.39%
Top 10 Holdings %
Top 10 Hldgs %
55.2%
Holding
196
New
24
Increased
60
Reduced
73
Closed
26
Top Buys
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$6.7M |
| 2 |
United Parcel Service
UPS
|
$6.33M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$2.75M |
| 4 |
iShares US Real Estate ETF
IYR
|
$2.68M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$2.55M |
Top Sells
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$7.24M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.51M |
| 3 |
iShares Agency Bond ETF
AGZ
|
$3.43M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$1.89M |
| 5 |
First Trust Water ETF
FIW
|
$734K |
Sector Composition
| 1 | Industrials | 8.72% |
| 2 | Financials | 7.73% |
| 3 | Technology | 5.77% |
| 4 | Consumer Discretionary | 2.66% |
| 5 | Healthcare | 2.52% |
