Measured Wealth Private Client Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.24M |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.33M |
| 3 |
First Trust Dow Jones Global Select Dividend Index Fund
FGD
|
+$1.32M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$1.09M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.02M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.73M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.07M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$854K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$829K |
| 5 |
AT&T
T
|
+$805K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.14% |
| 2 | Industrials | 4.44% |
| 3 | Healthcare | 4.24% |
| 4 | Financials | 3.93% |
| 5 | Communication Services | 3.52% |
Similar funds
Measured Wealth Private Client Group's Q2 2019 Portfolio in Review
As of Q2 2019, Measured Wealth Private Client Group held 226 positions worth $173M, up 6.8% from $162M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Measured Wealth Private Client Group deployed $6.58M of net new capital in Q2 2019, opening 52 new positions and adding to 29 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 Growth ETF: 85,278 shares worth $3.3M.
By sector, the portfolio is most concentrated in Technology at 6.1% of assets, down from 8.1% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $1.73M trimmed.
- Measured Wealth Private Client Group's largest Q2 2019 buy was State Street SPDR Portfolio S&P 500 Growth ETF: 85,278 shares worth $3.3M.
- Measured Wealth Private Client Group added most to iShares 7-10 Year Treasury Bond ETF in Q2 2019, an estimated $1.09M increase.
- Measured Wealth Private Client Group's biggest Q2 2019 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.73M.
- Measured Wealth Private Client Group fully exited iShares 20+ Year Treasury Bond ETF in Q2 2019, selling an estimated $1.07M.
- Measured Wealth Private Client Group's ten largest holdings make up 43% of its $173M portfolio in Q2 2019.
- Measured Wealth Private Client Group opened 52 new positions and closed 25 in Q2 2019.
- Measured Wealth Private Client Group's portfolio value rose 6.8% quarter-over-quarter to $173M.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2019, filed 26 Jul 2019.