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MWPCG

Measured Wealth Private Client Group Portfolio holdings

AUM $366M
1-Year Est. Return 21.68%
This Fund
S&P 500
This Quarter Est. Return
+9.81%
1 Year Est. Return
+21.68%
3 Year Est. Return
+68.11%
5 Year Est. Return
+79.07%
10 Year Est. Return
AUM
$286M
AUM Growth
+$14.9M
Cap. Flow
-$9M
Cap. Flow %
-3.14%
Top 10 Hldgs %
55.2%
Holding
194
New
18
Increased
71
Reduced
59
Closed
9
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYV icon
1
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$34.4M 12.02%
687,020
-36,014
-5% -$1.72M
SPYG icon
2
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$32.2M 11.24%
440,022
-13,946
-3% -$971K
SPMD icon
3
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$18.2M 6.36%
341,426
-120,274
-26% -$5.98M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$18M 6.3%
34,466
-912
-3% -$454K
VYM icon
5
Vanguard High Dividend Yield ETF
VYM
$80B
$15.8M 5.51%
130,429
-3,818
-3% -$437K
XLV icon
6
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$11.6M 4.04%
78,325
+2,132
+3% +$306K
GLD icon
7
SPDR Gold Trust
GLD
$130B
$9.3M 3.25%
45,190
+2,629
+6% +$505K
XLK icon
8
State Street Technology Select Sector SPDR ETF
XLK
$114B
$8.65M 3.02%
83,070
+11,156
+16% +$1.13M
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$139B
$5.28M 1.84%
53,879
-2,177
-4% -$213K
IVV icon
10
iShares Core S&P 500 ETF
IVV
$881B
$4.62M 1.61%
8,787
-319
-4% -$160K
OEF icon
11
iShares S&P 100 ETF
OEF
$20.1B
$4.44M 1.55%
17,941
-459
-2% -$108K
XLP icon
12
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$4.17M 1.46%
54,664
-892
-2% -$66K
XLI icon
13
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$4.08M 1.42%
32,359
+30,113
+1,341% +$3.54M
AAPL icon
14
Apple
AAPL
$4.9T
$4.01M 1.4%
23,367
-4,311
-16% -$784K
MSFT icon
15
Microsoft
MSFT
$2.93T
$3.38M 1.18%
8,028
+44
+0.6% +$17.8K
DGRO icon
16
iShares Core Dividend Growth ETF
DGRO
$42.1B
$3.24M 1.13%
55,763
NVDA icon
17
NVIDIA
NVDA
$4.91T
$3.23M 1.13%
35,760
+100
+0.3% +$7.25K
TLT icon
18
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$2.95M 1.03%
31,218
-24,458
-44% -$2.31M
AGZ icon
19
iShares Agency Bond ETF
AGZ
$555M
$2.82M 0.98%
26,091
-634
-2% -$68.5K
AVGO icon
20
Broadcom
AVGO
$1.76T
$2.64M 0.92%
19,930
+60
+0.3% +$7.43K
XLB icon
21
State Street Materials Select Sector SPDR ETF
XLB
$8.34B
$2.31M 0.81%
+49,668
New +$2.14M
DFAT icon
22
Dimensional US Targeted Value ETF
DFAT
$14.5B
$1.75M 0.61%
32,090
-744
-2% -$38.3K
VV icon
23
Vanguard Large-Cap ETF
VV
$52.2B
$1.7M 0.59%
7,103
-322
-4% -$73.7K
DFUV icon
24
Dimensional US Marketwide Value ETF
DFUV
$15.2B
$1.4M 0.49%
34,252
-517
-1% -$19.7K
VTI icon
25
Vanguard Total Stock Market ETF
VTI
$658B
$1.38M 0.48%
5,297
-352
-6% -$87.1K

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Measured Wealth Private Client Group's Q1 2024 Portfolio in Review

As of Q1 2024, Measured Wealth Private Client Group held 194 positions worth $286M, up 5.5% from $271M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Measured Wealth Private Client Group withdrew a net $9M in Q1 2024, closing 9 positions and reducing 59 holdings. Its most notable exit was First Trust Nasdaq-100 Select Equal Weight ETF, an estimated $1.34M position sold in full.

By sector, the portfolio is most concentrated in Technology at 6.7% of assets, up from 6.6% a quarter earlier, followed by Financials and Industrials.

Against the trend, Measured Wealth Private Client Group opened a new position in State Street Materials Select Sector SPDR ETF worth $2.31M.

  • Measured Wealth Private Client Group's largest Q1 2024 buy was State Street Materials Select Sector SPDR ETF: 49,668 shares worth $2.31M.
  • Measured Wealth Private Client Group added most to State Street Industrial Select Sector SPDR ETF in Q1 2024, an estimated $3.54M increase.
  • Measured Wealth Private Client Group's biggest Q1 2024 reduction was State Street SPDR Portfolio S&P 400 Mid Cap ETF, cutting an estimated $5.98M.
  • Measured Wealth Private Client Group fully exited First Trust Nasdaq-100 Select Equal Weight ETF in Q1 2024, selling an estimated $1.34M.
  • Measured Wealth Private Client Group's ten largest holdings make up 55% of its $286M portfolio in Q1 2024.
  • Measured Wealth Private Client Group opened 18 new positions and closed 9 in Q1 2024.
  • Measured Wealth Private Client Group's portfolio value rose 5.5% quarter-over-quarter to $286M.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2024, filed 18 Apr 2024.