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Edward Benway

@Measured Wealth Private Client Group, Llc

Latest period2024 - Q3ReportedManaged Assets$298.984MTotal holdings179
Assets growth rate5.04%Assets growth rate (2-Q avg)2.24%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Measured Wealth Private Client Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Measured Wealth Private Client Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 298.984M in assets, with a quarterly growth rate of 5.04% and a 2-quarter average growth rate of 2.24%. The portfolio is managed by Edward Benway, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
10.24%
$30.599M
170,790 shares@ $179.16 avg price
IYRIshares Tr
Recent Activity
New Position
0.49%
$1.459M
14,325 shares@ $101.88 avg price
EMEEmcor Group Inc
Recent Activity
New Position
0.16%
$471,861
1,096 shares@ $430.54 avg price
NRGNrg Energy Inc
Recent Activity
New Position
0.16%
$471,351
5,174 shares@ $91.1 avg price
INGRIngredion Inc
Recent Activity
New Position
0.16%
$468,911
3,412 shares@ $137.43 avg price
AYIAcuity Brands Inc
Recent Activity
New Position
0.14%
$397,388
1,443 shares@ $275.4 avg price
DVADavita Inc
Recent Activity
New Position
0.1%
$272,616
1,663 shares@ $163.94 avg price
LNTHLantheus Hldgs Inc
Recent Activity
New Position
0.1%
$271,961
2,478 shares@ $109.76 avg price
FANGDiamondback Energy Inc
Recent Activity
New Position
0.09%
$265,151
1,538 shares@ $172.4 avg price
PHMPulte Group Inc
Recent Activity
New Position
0.09%
$243,570
1,697 shares@ $143.53 avg price