SPWG
Sage Private Wealth Group Portfolio holdings
AUM
$180M
1-Year Est. Return
17.52%
1 Year Est. Return
+17.52%
AUM
$156M
AUM Growth
+$24M
(+18%)
Holding
102
Top Buys
| 1 | +$15.5M | |
| 2 | +$11.5M | |
| 3 | +$11M | |
| 4 |
iShares Gold Trust
IAU
|
+$2.15M |
| 5 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$1.08M |
Top Sells
| 1 | +$19.6M | |
| 2 | +$6.27M | |
| 3 | +$898K | |
| 4 |
Vanguard Value ETF
VTV
|
+$648K |
| 5 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
+$569K |
Sector Composition
| 1 | Technology | 11.76% |
| 2 | Financials | 3.66% |
| 3 | Healthcare | 3.39% |
| 4 | Consumer Discretionary | 3.36% |
| 5 | Consumer Staples | 2.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Pacer Global Cash Cows Dividend ETF
GCOW
$2.51B
| – | – |
-15,376
|
|
||
102
iShares Core MSCI EAFE ETF
IEFA
$156B
| – | – |
-4,070
|
|