MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
1-Year Est. Return
15.4%
1 Year Est. Return
+15.4%
AUM
$312M
AUM Growth
+$2.04M
(+0.66%)
Holding
196
Top Buys
| 1 | +$6.7M | |
| 2 | +$6.33M | |
| 3 | +$2.75M | |
| 4 |
iShares US Real Estate ETF
IYR
|
+$2.68M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$2.55M |
Top Sells
| 1 | +$7.24M | |
| 2 | +$6.51M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Essent Group
ESNT
$5.86B
| – | – |
-5,514
|
|
||
177
Diamondback Energy
FANG
$40.3B
| – | – |
-1,976
|
|
||
178
Frontdoor
FTDR
$4.8B
| – | – |
-5,639
|
|
||
179
Alphabet (Google) Class C
GOOG
$3.07T
| – | – |
-2,062
|
|
||
|
180
Alphabet (Google) Class A
GOOGL
$3.06T
| – | – |
-2,094
|
|
||
181
Itron
ITRI
$6B
| – | – |
-3,814
|
|
||
182
iShares Russell 1000 Growth ETF
IWF
$122B
| – | – |
-521
|
|
||
183
Matsons
MATX
$3B
| – | – |
-2,471
|
|
||
184
PNC Financial Services
PNC
$70.4B
| – | – |
-1,093
|
|
||
185
Radian Group
RDN
$4.48B
| – | – |
-13,661
|
|
||
186
VanEck Semiconductor ETF
SMH
$34.9B
| – | – |
-945
|
|
||
187
Steel Dynamics
STLD
$21B
| – | – |
-2,297
|
|
||
188
Sterling Infrastructure
STRL
$10.9B
| – | – |
-2,009
|
|
||
189
Toll Brothers
TOL
$13.1B
| – | – |
-2,120
|
|
||
190
Tesla
TSLA
$1.46T
| – | – |
-560
|
|
||
191
Clear Secure
YOU
$3B
| – | – |
-8,517
|
|
||
192
Dick's Sporting Goods
DKS
$20.5B
| – | – |
-1,281
|
|
||
193
Mercury Insurance
MCY
$4.42B
| – | – |
-6,056
|
|
||
194
Murphy USA
MUSA
$7.47B
| – | – |
-967
|
|
||
195
Owens Corning
OC
$10.6B
| – | – |
-1,367
|
|
||
196
Organon & Co
OGN
$2.41B
| – | – |
-35,586
|
|