Sageview Advisory Group, LLC
CIK Number: 0001914558
1.97B
Market Value
467
# of Holdings
5 months
Avg. Holding Period
68.46%
Win Rate
48.21%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Ishares Tr | 96.48 | +0.11% | 2.77M | -5.94% | 280.96M | 96.25 | 14.26% | |
2 | Vanguard Scotts... | 81.72 | +0.11% | 2.00M | -7.45% | 166.91M | 75.96 | 8.47% | |
3 | Vanguard Scotts... | 104.10 | +0.12% | 1.61M | -17.64% | 154.92M | 93.17 | 7.86% | |
4 | Schwab Strategi... | 18.69 | -0.05% | 2.58M | -12.11% | 106.13M | 30.73 | 5.39% | |
5 | Vanguard Index ... | 192.18 | -0.12% | 474.65K | +0.94% | 86.38M | 167.67 | 4.38% |
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