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SWP

Sagespring Wealth Partners Portfolio holdings

AUM $5.49B
1-Year Est. Return 19.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.11B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$53.6M
3
+$52M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$52M
5
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$48.3M

Top Sells

1
+$11.2M
2
+$10.2M
3
+$5.12M
4
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$4.9M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.86M

Sector Composition

1 Technology 5.91%
2 Financials 3.05%
3 Consumer Discretionary 2.22%
4 Industrials 1.7%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.53M 0.03%
14,148
+959
227
$1.52M 0.03%
15,883
+1,570
228
$1.5M 0.03%
15,954
-665
229
$1.49M 0.03%
31,463
+30
230
$1.49M 0.03%
7,295
+53
231
$1.48M 0.03%
10,356
+956
232
$1.48M 0.03%
15,848
+1,112
233
$1.48M 0.03%
7,358
+461
234
$1.44M 0.03%
13,915
+1,321
235
$1.43M 0.03%
1,432,000
236
$1.43M 0.03%
6,479
-69
237
$1.43M 0.03%
25,049
-2,170
238
$1.41M 0.03%
10,032
+54
239
$1.41M 0.03%
9,665
+1,242
240
$1.41M 0.03%
1,452
-142
241
$1.4M 0.03%
17,061
+1,859
242
$1.4M 0.03%
16,940
+1,062
243
$1.39M 0.03%
12,398
-245
244
$1.39M 0.03%
5,822
+614
245
$1.39M 0.03%
21,262
-519
246
$1.39M 0.03%
2,832
-142
247
$1.38M 0.03%
10,492
+684
248
$1.37M 0.03%
3,738
-22
249
$1.37M 0.03%
31,200
250
$1.36M 0.03%
25,254
+7,858
8 9
10
11 12