MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
1-Year Return
15.4%
This Quarter Return
+5.84%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$167M
AUM Growth
+$43.8M
(+36%)
Cap. Flow
+$36.8M
Cap. Flow
% of AUM
22.11%
Top 10 Holdings %
Top 10 Hldgs %
41.8%
Holding
868
New
727
Increased
85
Reduced
40
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$666K |
| 2 |
iShares S&P 100 ETF
OEF
|
$565K |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$512K |
| 4 |
Amazon
AMZN
|
$441K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$408K |
Top Sells
| 1 |
EPAY
Bottomline Technologies Inc
EPAY
|
$274K |
| 2 |
VF Corp
VFC
|
$253K |
| 3 |
Baxter International
BAX
|
$209K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$173K |
| 5 |
Lear
LEA
|
$146K |
Sector Composition
| 1 | Technology | 7.09% |
| 2 | Healthcare | 5.66% |
| 3 | Financials | 5.2% |
| 4 | Consumer Discretionary | 5.11% |
| 5 | Industrials | 5.01% |
