SAG
SageView Advisory Group Portfolio holdings
AUM
$2.64B
1-Year Return
13.58%
This Quarter Return
-1.13%
1 Year Return
+13.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.32B
AUM Growth
+$353M
(+18%)
Cap. Flow
+$388M
Cap. Flow
% of AUM
16.71%
Top 10 Holdings %
Top 10 Hldgs %
54.47%
Holding
613
New
104
Increased
313
Reduced
130
Closed
24
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$35.8M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
$29.8M |
| 3 |
Schwab International Equity ETF
SCHF
|
$27.5M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$25.7M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$16.9M |
Top Sells
Sector Composition
| 1 | Technology | 6.67% |
| 2 | Financials | 2.96% |
| 3 | Industrials | 2.3% |
| 4 | Consumer Discretionary | 2.11% |
| 5 | Communication Services | 2.02% |
