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Home > Institutional Investor > Sage Private Wealth Group, Llc > Profile

Instuitional Investor - Sage Private Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Sage Private Wealth Group, Llc
Portfolio Value $75,713,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,567 $14,912,000 19.69%
2.
Pacer Fds Tr
 419,930 $13,648,000 18.02%
3.
Invesco Db Commdy Indx Trck
 267,896 $6,405,000 8.45%
4.
Vanguard World Fd
 68,310 $5,923,000 7.82%
5.
Cme Group Inc.
 CME 28,759 $5,094,000 6.72%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)