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
$80.4M
AUM Growth
+$7.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.71M
3 +$1.08M
4
MSFT icon
Microsoft
MSFT
+$376K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$103K

Top Sells

1 +$472K
2 +$67K
3 +$66K
4
KSU
Kansas City Southern
KSU
+$35K
5
MO icon
Altria Group
MO
+$27.2K

Sector Composition

1 Financials 20.77%
2 Technology 6.32%
3 Consumer Discretionary 5.88%
4 Consumer Staples 4.66%
5 Industrials 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$69K 0.09%
247
+25
77
$66K 0.08%
512
78
$56K 0.07%
850
79
$56K 0.07%
376
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80
$56K 0.07%
201
81
$55K 0.07%
182
82
$54K 0.07%
532
+1
83
$54K 0.07%
466
84
$51K 0.06%
2,360
85
$51K 0.06%
225
86
$51K 0.06%
103
87
$51K 0.06%
941
88
$50K 0.06%
248
89
$47K 0.06%
285
90
$43K 0.05%
1,121
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91
$42K 0.05%
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92
$39K 0.05%
489
93
$37K 0.05%
182
94
$36K 0.04%
842
95
$35K 0.04%
761
96
$34K 0.04%
375
+1
97
$33K 0.04%
452
98
$33K 0.04%
151
99
$31K 0.04%
146
100
$31K 0.04%
508
+7