SPWG
Sage Private Wealth Group Portfolio holdings
AUM
$156M
This Quarter Return
-7.29%
1 Year Return
+11.3%
3 Year Return
+40.02%
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(+28%)
Cap. Flow
+$25.6M
Cap. Flow
% of AUM
24.92%
Top 10 Holdings %
Top 10 Hldgs %
80.24%
Holding
186
New
9
Increased
79
Reduced
8
Closed
8
Top Buys
| 1 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$16.7M |
| 2 |
ARK Innovation ETF
ARKK
|
$13.3M |
| 3 |
Coinbase
COIN
|
$7.59M |
| 4 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$6.33M |
| 5 |
CME Group
CME
|
$252K |
Top Sells
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$18.7M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$618K |
| 3 |
Amazon
AMZN
|
$186K |
| 4 |
Intercontinental Exchange
ICE
|
$122K |
| 5 |
Tesla
TSLA
|
$81.9K |
Sector Composition
| 1 | Financials | 24.01% |
| 2 | Technology | 4.9% |
| 3 | Consumer Discretionary | 3.96% |
| 4 | Consumer Staples | 3.55% |
| 5 | Industrials | 2.28% |
