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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
SPYVSpdr Ser Tr
Recent Activity
Decreased -21.37%
9.27%
$27.705M
524,119 shares@ $52.86 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 27.04%
7.12%
$21.285M
166,031 shares@ $128.21 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -6.61%
5.36%
$16.002M
27,890 shares@ $573.76 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -22.2%
5.01%
$14.971M
273,795 shares@ $54.68 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 25.92%
4.99%
$14.904M
61,318 shares@ $243.06 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 8.47%
4.59%
$13.715M
89,046 shares@ $154.02 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 21.72%
4.35%
$12.991M
57,541 shares@ $225.77 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -72.14%
3.24%
$9.669M
116,582 shares@ $82.94 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 53.83%
2.26%
$6.747M
81,291 shares@ $83.0 avg price