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
$72.6M
AUM Growth
-$785K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$3.99M
3 +$802K
4
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$443K
5
FDP icon
Fresh Del Monte Produce
FDP
+$416K

Top Sells

1 +$7.17M
2 +$5.64M
3 +$2.12M
4
EL icon
Estee Lauder
EL
+$249K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$232K

Sector Composition

1 Technology 4.82%
2 Financials 4.14%
3 Consumer Staples 3.04%
4 Consumer Discretionary 2.44%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-49,847
52
-1,104