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
$73.9M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$6.44M
2 +$5.89M
3 +$799K
4
JNJ icon
Johnson & Johnson
JNJ
+$192K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$112K

Top Sells

1 +$175K
2 +$151K
3 +$109K
4
GIS icon
General Mills
GIS
+$104K
5
ORI icon
Old Republic International
ORI
+$64K

Sector Composition

1 Financials 20.67%
2 Consumer Discretionary 5.72%
3 Technology 5.09%
4 Consumer Staples 5.08%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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2,360
77
$53K 0.07%
512
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78
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941
79
$50K 0.07%
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80
$49K 0.07%
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81
$49K 0.07%
182
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173
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$47K 0.06%
466
84
$46K 0.06%
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85
$46K 0.06%
224
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285
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340
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528
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1,112
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$40K 0.05%
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$40K 0.05%
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95
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262
96
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97
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98
$34K 0.05%
489
99
$32K 0.04%
373
100
$31K 0.04%
493
+6