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
$75.7M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$2.52M
3
+$753K
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$563K
5
COIN icon
Coinbase
COIN
+$517K

Top Sells

1
+$432K
2
+$317K
3
+$197K
4
MSI icon
Motorola Solutions
MSI
+$66.3K
5
ETN icon
Eaton
ETN
+$64.4K

Sector Composition

1 Financials 20.26%
2 Technology 5.74%
3 Consumer Discretionary 4.31%
4 Consumer Staples 3.84%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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$4K 0.01%
+201
4 5 6
7
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