SPWG
Sage Private Wealth Group Portfolio holdings
AUM
$156M
This Quarter Return
+11.27%
1 Year Return
+11.3%
3 Year Return
+40.02%
5 Year Return
–
10 Year Return
–
AUM
$57.9M
AUM Growth
+$57.9M
(+62%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
34.71%
Top 10 Holdings %
Top 10 Hldgs %
72.49%
Holding
168
New
12
Increased
30
Reduced
38
Closed
4
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$17.9M |
| 2 |
iShares Russell 1000 ETF
IWB
|
$1.25M |
| 3 |
Ralph Lauren
RL
|
$539K |
| 4 |
Alaska Air
ALK
|
$481K |
| 5 |
Airbnb
ABNB
|
$256K |
Top Sells
| 1 |
AB InBev
BUD
|
$533K |
| 2 |
Walt Disney
DIS
|
$141K |
| 3 |
American Express
AXP
|
$56.7K |
| 4 |
Altria Group
MO
|
$44.3K |
| 5 |
Boston Beer
SAM
|
$43.4K |
Sector Composition
| 1 | Consumer Discretionary | 7.09% |
| 2 | Consumer Staples | 6.55% |
| 3 | Technology | 5.77% |
| 4 | Financials | 4.92% |
| 5 | Industrials | 4.07% |
