SPWG

Sage Private Wealth Group Portfolio holdings

AUM $186M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.3M
AUM Growth
+$8.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$9.55M
3
+$6.58M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.94M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$238K

Top Sells

1
+$14.9M
2
+$6.41M
3
+$503K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$483K
5
AMZN icon
Amazon
AMZN
+$403K

Sector Composition

1 Financials 16.57%
2 Technology 3.6%
3 Consumer Staples 3.09%
4 Consumer Discretionary 1.68%
5 Industrials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
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