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
$127M
AUM Growth
+$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Sells

1 +$19.6M
2 +$647K
3 +$357K
4
NVO icon
Novo Nordisk
NVO
+$251K
5
AAPL icon
Apple
AAPL
+$231K

Sector Composition

1 Technology 9.57%
2 Financials 4.15%
3 Consumer Discretionary 4.14%
4 Healthcare 3.89%
5 Consumer Staples 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$275K 0.22%
1,709
+45
77
$274K 0.22%
469
-25
78
$267K 0.21%
2,587
-557
79
$255K 0.2%
28,634
+1,147
80
$255K 0.2%
359
-33
81
$244K 0.19%
1,238
82
$236K 0.19%
815
+23
83
$225K 0.18%
+2,260
84
$220K 0.17%
+385
85
$216K 0.17%
+1,987
86
$209K 0.16%
2,186
87
$208K 0.16%
+2,305
88
$208K 0.16%
16,787
89
$206K 0.16%
748
-79
90
$204K 0.16%
394
-52
91
$203K 0.16%
2,543
-988
92
$154K 0.12%
11,473
93
-1,757