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
$72.4M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$309K
2 +$77K
3 +$72.5K
4
GXO icon
GXO Logistics
GXO
+$66K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$64.5K

Top Sells

1 +$202K
2 +$48.1K
3 +$37K
4
HAL icon
Halliburton
HAL
+$23.9K
5
TGT icon
Target
TGT
+$16K

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
176
-249
177
$0 ﹤0.01%
55
178
$0 ﹤0.01%
+10
179
$0 ﹤0.01%
+5