MWPCG
Measured Wealth Private Client Group Portfolio holdings
AUM
$334M
This Quarter Return
+2.92%
1 Year Return
+15.4%
3 Year Return
+62.31%
5 Year Return
+112.76%
10 Year Return
–
AUM
$73.1M
AUM Growth
–
Cap. Flow
+$73.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.04%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.6M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$9.5M |
| 3 |
Vanguard Total Bond Market
BND
|
$6.73M |
| 4 |
iShares S&P 100 ETF
OEF
|
$6.25M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.29M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 3.39% |
| 2 | Healthcare | 3.33% |
| 3 | Utilities | 3.2% |
| 4 | Consumer Staples | 1.19% |
| 5 | Energy | 0.98% |
