MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
+1.07%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(-11%)
Cap. Flow
-$20.1M
Cap. Flow
% of AUM
-12.99%
Top 10 Holdings %
Top 10 Hldgs %
55.02%
Holding
219
New
18
Increased
16
Reduced
73
Closed
85
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$9.07M |
| 2 |
iShares S&P 100 ETF
OEF
|
$5.97M |
| 3 |
Vanguard Total Bond Market
BND
|
$5.88M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.24M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$3.34M |
Sector Composition
| 1 | Technology | 3.74% |
| 2 | Healthcare | 2.88% |
| 3 | Consumer Staples | 2.12% |
| 4 | Industrials | 1.96% |
| 5 | Consumer Discretionary | 1.9% |
