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
$125M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Sells

1 +$15.9M
2 +$10.6M
3 +$992K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$477K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$369K

Sector Composition

1 Technology 6.74%
2 Financials 3.45%
3 Healthcare 3.41%
4 Consumer Discretionary 3.31%
5 Consumer Staples 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$231K 0.18%
+758
77
$228K 0.18%
925
-463
78
$226K 0.18%
+1,760
79
$208K 0.17%
+2,895
80
$206K 0.17%
+2,515
81
$192K 0.15%
16,787
82
$155K 0.12%
+21,005
83
$139K 0.11%
11,473
84
-3,312
85
-2,192