SPWG

Sage Private Wealth Group Portfolio holdings

AUM $186M
1-Year Est. Return 21.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.4M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$83.3K
3
+$76K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$66.4K
5
GXO icon
GXO Logistics
GXO
+$65.7K

Top Sells

1
+$197K
2
+$50.8K
3
+$37K
4
HAL icon
Halliburton
HAL
+$22.4K
5
TGT icon
Target
TGT
+$17.5K

Sector Composition

1 Financials 20.1%
2 Consumer Discretionary 5.73%
3 Technology 5.41%
4 Consumer Staples 4.66%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K 0.01%
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$0 ﹤0.01%
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– –
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$0 ﹤0.01%
55
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$0 ﹤0.01%
+10
4 5 6
7
8