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
$35.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$1.29M
3 +$749K
4
DIS icon
Walt Disney
DIS
+$704K
5
SBUX icon
Starbucks
SBUX
+$555K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 11.51%
2 Technology 8.94%
3 Consumer Discretionary 8.9%
4 Financials 7.52%
5 Communication Services 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$23K 0.06%
+154
102
$23K 0.06%
+489
103
$21K 0.06%
+51
104
$20K 0.06%
+177
105
$20K 0.06%
+480
106
$19K 0.05%
+627
107
$19K 0.05%
+90
108
$19K 0.05%
+823
109
$18K 0.05%
+92
110
$18K 0.05%
+258
111
$17K 0.05%
+491
112
$16K 0.04%
+176
113
$15K 0.04%
+73
114
$15K 0.04%
+143
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$15K 0.04%
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$15K 0.04%
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$15K 0.04%
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118
$14K 0.04%
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119
$14K 0.04%
+224
120
$13K 0.04%
+260
121
$13K 0.04%
+91
122
$13K 0.04%
+430
123
$13K 0.04%
+134
124
$13K 0.04%
+80
125
$13K 0.04%
+89