MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
+6.44%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$263M
AUM Growth
+$263M
(+1.4%)
Cap. Flow
-$10.6M
Cap. Flow
% of AUM
-4.01%
Top 10 Holdings %
Top 10 Hldgs %
56.59%
Holding
201
New
28
Increased
58
Reduced
61
Closed
29
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$6.94M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$3.48M |
| 3 |
Plug Power
PLUG
|
$2.36M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.86M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$1.74M |
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Financials | 3.92% |
| 3 | Healthcare | 3.75% |
| 4 | Industrials | 2.78% |
| 5 | Consumer Discretionary | 2.68% |