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
$112M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$15.3M
2 +$13.4M
3 +$1.43M
4
LLY icon
Eli Lilly
LLY
+$997K
5
SYK icon
Stryker
SYK
+$992K

Sector Composition

1 Technology 5.11%
2 Financials 2.84%
3 Healthcare 2.78%
4 Consumer Staples 2.08%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$260K 0.23%
+416
52
$253K 0.23%
5,585
-625
53
$248K 0.22%
906
-116
54
$221K 0.2%
1,346
-182
55
$218K 0.19%
829
-187
56
$209K 0.19%
2,540
-320
57
$207K 0.18%
433
-113
58
$192K 0.17%
16,787
59
$159K 0.14%
13,066
-3,673
60
$136K 0.12%
11,473
61
-2,960
62
-16,082