SWP
Sagespring Wealth Partners Portfolio holdings
AUM $3.96B
AUM
$3.96B
AUM Growth
+$175M (+5%)
Cap. Flow
+$562M
Cap. Flow % of AUM
14.18%
Top 10 Holdings %Top 10 Hldgs %
45.59%
Holding
697
New
95
Increased
421
Reduced
127
Closed
46
Top Buys
1 | $178M | |
2 | $168M | |
3 | $69.2M | |
4 | $58.3M | |
5 | $56.5M |
Top Sells
1 | $115M | |
2 | $73.6M | |
3 | $56.5M | |
4 | $36.7M | |
5 | $34.1M |
Sector Composition
1 | Technology | 4.94% |
2 | Financials | 2.98% |
3 | Consumer Discretionary | 2.05% |
4 | Healthcare | 1.79% |
5 | Industrials | 1.58% |