SAG
SageView Advisory Group Portfolio holdings
AUM
$2.64B
1-Year Return
13.58%
This Quarter Return
+6.6%
1 Year Return
+13.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.97B
AUM Growth
-$183M
(-8.5%)
Cap. Flow
+$251M
Cap. Flow
% of AUM
12.73%
Top 10 Holdings %
Top 10 Hldgs %
55.56%
Holding
591
New
84
Increased
55
Reduced
352
Closed
75
Top Buys
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$33.2M |
| 2 |
Schwab International Equity ETF
SCHF
|
$14.6M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$13.4M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$11.6M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$10.7M |
Sector Composition
| 1 | Technology | 6.1% |
| 2 | Financials | 2.76% |
| 3 | Industrials | 2.19% |
| 4 | Healthcare | 2.17% |
| 5 | Consumer Discretionary | 1.89% |
