MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
+7.38%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$334M
AUM Growth
+$334M
(+7.3%)
Cap. Flow
+$5.7M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
53.35%
Holding
198
New
28
Increased
72
Reduced
59
Closed
19
Top Buys
| 1 |
Exelon
EXC
|
$941K |
| 2 |
National Fuel Gas
NFG
|
$876K |
| 3 |
Altria Group
MO
|
$850K |
| 4 |
Verizon
VZ
|
$771K |
| 5 |
B
Barrick Mining Corporation
B
|
$696K |
Top Sells
| 1 |
Janus Henderson
JHG
|
$918K |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$783K |
| 3 |
Universal Health Services
UHS
|
$754K |
| 4 |
Acuity Brands
AYI
|
$738K |
| 5 |
Stifel
SF
|
$735K |
Sector Composition
| 1 | Industrials | 7.83% |
| 2 | Financials | 7.72% |
| 3 | Technology | 6.99% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Healthcare | 1.88% |
