SPWG
Sage Private Wealth Group Portfolio holdings
AUM
$156M
1-Year Return
11.3%
This Quarter Return
+6.74%
1 Year Return
+11.3%
3 Year Return
+40.02%
5 Year Return
–
10 Year Return
–
AUM
$84.3M
AUM Growth
+$8.56M
(+11%)
Cap. Flow
+$7.03M
Cap. Flow
% of AUM
8.34%
Top 10 Holdings %
Top 10 Hldgs %
84.5%
Holding
194
New
3
Increased
13
Reduced
24
Closed
149
Top Buys
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$14.9M |
| 2 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$6.41M |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$471K |
| 4 |
Apple
AAPL
|
$458K |
| 5 |
Amazon
AMZN
|
$403K |
Sector Composition
| 1 | Financials | 16.57% |
| 2 | Technology | 3.6% |
| 3 | Consumer Staples | 3.09% |
| 4 | Consumer Discretionary | 1.68% |
| 5 | Industrials | 1.13% |
