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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
SPMBSpdr Ser Tr
Recent Activity
Exited
0%
$654,693
30,352 shares@ $21.58 avg price
WFRDWeatherford Intl Plc
Recent Activity
Exited
0%
$542,209
4,428 shares@ $122.46 avg price
OBDCBlue Owl Capital Corporation
Recent Activity
Exited
0%
$478,694
31,165 shares@ $15.36 avg price
EEMVIshares Inc
Recent Activity
Exited
0%
$474,328
8,291 shares@ $57.21 avg price
OSKOshkosh Corp
Recent Activity
Exited
0%
$468,614
4,331 shares@ $108.2 avg price
SLYGSpdr Ser Tr
Recent Activity
Exited
0%
$427,755
4,982 shares@ $85.87 avg price
PCARPaccar Inc
Recent Activity
Exited
0%
$416,701
4,048 shares@ $102.94 avg price
REZIResideo Technologies Inc
Recent Activity
Exited
0%
$403,484
20,628 shares@ $19.57 avg price
OTTROtter Tail Corp
Recent Activity
Exited
0%
$329,076
3,757 shares@ $87.6 avg price
BDXBecton Dickinson & Co
Recent Activity
Exited
0%
$311,068
1,331 shares@ $233.71 avg price