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SPWG

Sage Private Wealth Group Portfolio holdings

AUM $199M
1-Year Est. Return 28.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.5M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$122K
2
+$94.5K
3
+$78.3K
4
AVGO icon
Broadcom
AVGO
+$74.7K
5
DVN icon
Devon Energy
DVN
+$70.9K

Top Sells

1
+$10.1M
2
+$4.6M
3
+$3.74M
4
SPGI icon
S&P Global
SPGI
+$1.61M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$670K

Sector Composition

1 Financials 21.96%
2 Technology 6.42%
3 Consumer Discretionary 4.64%
4 Consumer Staples 4.5%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K 0.01%
45
152
$6K 0.01%
20
153
$6K 0.01%
60
154
$6K 0.01%
305
155
$6K 0.01%
113
+1
156
$6K 0.01%
217
+1
157
$5K 0.01%
+92
158
$5K 0.01%
100
159
$5K 0.01%
647
160
$4K 0.01%
57
161
$3K ﹤0.01%
206
162
$2K ﹤0.01%
15
163
$1K ﹤0.01%
100
164
$1K ﹤0.01%
103
165
– –
-46
166
– –
-2,517
167
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168
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169
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170
– –
-4,102
171
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172
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174
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0
175
$0 ﹤0.01%
3
4 5 6
7
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