SPWG

Sage Private Wealth Group Portfolio holdings

AUM $180M
1-Year Est. Return 17.52%
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$13.3M
3
+$7.59M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$6.33M
5
CME icon
CME Group
CME
+$252K

Top Sells

1
+$18.7M
2
+$618K
3
+$186K
4
ICE icon
Intercontinental Exchange
ICE
+$122K
5
TSLA icon
Tesla
TSLA
+$81.9K

Sector Composition

1 Financials 24.01%
2 Technology 4.9%
3 Consumer Discretionary 3.96%
4 Consumer Staples 3.55%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$0 ﹤0.01%
5
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180
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$0 ﹤0.01%
+3
183
$0 ﹤0.01%
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184
$0 ﹤0.01%
10
185
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186
– –
-182
4 5 6 7
8