SPWG
Sage Private Wealth Group Portfolio holdings
AUM
$156M
This Quarter Return
-16.65%
1 Year Return
+11.3%
3 Year Return
+40.02%
5 Year Return
–
10 Year Return
–
AUM
$69.5M
AUM Growth
+$69.5M
(-32%)
Cap. Flow
-$17.4M
Cap. Flow
% of AUM
-25.07%
Top 10 Holdings %
Top 10 Hldgs %
75.37%
Holding
182
New
4
Increased
62
Reduced
34
Closed
14
Top Buys
| 1 |
Amazon
AMZN
|
$348K |
| 2 |
Microsoft
MSFT
|
$116K |
| 3 |
Apple
AAPL
|
$85.3K |
| 4 |
Union Pacific
UNP
|
$73.5K |
| 5 |
Motorola Solutions
MSI
|
$66.9K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$8.31M |
| 2 |
CME Group
CME
|
$4.44M |
| 3 |
Intercontinental Exchange
ICE
|
$3.29M |
| 4 |
S&P Global
SPGI
|
$1.5M |
| 5 |
iShares Russell 1000 ETF
IWB
|
$616K |
Sector Composition
| 1 | Financials | 21.96% |
| 2 | Technology | 6.42% |
| 3 | Consumer Discretionary | 4.64% |
| 4 | Consumer Staples | 4.5% |
| 5 | Industrials | 2.7% |
