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
$133M
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.99%
2 Financials 4.15%
3 Consumer Discretionary 3.65%
4 Healthcare 3.43%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$229K 0.17%
2,671
+84
77
$223K 0.17%
+491
78
$218K 0.16%
736
-12
79
$217K 0.16%
26,166
-2,468
80
$215K 0.16%
1,444
-265
81
$210K 0.16%
+915
82
$205K 0.15%
18,986
-13,007
83
$203K 0.15%
+1,334
84
$201K 0.15%
+2,384
85
$196K 0.15%
16,787
86
$141K 0.11%
11,473
87
-394
88
-9,206
89
-2,543
90
-2,260
91
-43,925
92
-5,903
93
-13,066
94
-1,238
95
-2,186
96
-3,742
97
-1,987
98
-2,305