SPWG

Sage Private Wealth Group Portfolio holdings

AUM $156M
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.4M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$251K
3 +$210K
4
AFL icon
Aflac
AFL
+$203K
5
AVGO icon
Broadcom
AVGO
+$868

Sector Composition

1 Financials 11.86%
2 Technology 5.01%
3 Consumer Staples 3.18%
4 Consumer Discretionary 2.33%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$358K 0.49%
8,624
+8
27
$343K 0.47%
1,104
+1
28
$342K 0.47%
1,774
+1
29
$336K 0.46%
1,643
+1
30
$328K 0.45%
835
-28
31
$316K 0.43%
6,030
+6
32
$311K 0.42%
9,120
33
$301K 0.41%
1,006
+1
34
$296K 0.4%
6,117
+11
35
$296K 0.4%
2,444
36
$282K 0.38%
2,136
-72
37
$279K 0.38%
1,686
+1
38
$271K 0.37%
3,038
-72
39
$254K 0.35%
1,518
+2
40
$249K 0.34%
2,831
+3
41
$249K 0.34%
1,268
-42
42
$244K 0.33%
16,117
+17
43
$213K 0.29%
532
44
$210K 0.29%
+996
45
$205K 0.28%
1,104
-41
46
$203K 0.28%
+2,901
47
$189K 0.26%
16,787
48
$134K 0.18%
11,473