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
151
$2K 0.01%
+20
152
$2K 0.01%
+100
153
$2K 0.01%
+103
154
$1K ﹤0.01%
+11
155
$1K ﹤0.01%
+55
156
$0 ﹤0.01%
+12