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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
251
$1.35M 0.03%
5,486
-1,541
252
$1.34M 0.03%
4,471
+73
253
$1.34M 0.03%
14,147
+556
254
$1.32M 0.03%
4,164
+464
255
$1.31M 0.03%
10,206
+2,096
256
$1.31M 0.03%
5,274
-45
257
$1.3M 0.03%
3,526
+200
258
$1.3M 0.03%
25,781
+319
259
$1.3M 0.03%
26,835
+1,974
260
$1.29M 0.03%
8,649
+1,508
261
$1.28M 0.03%
55,424
+32,482
262
$1.28M 0.03%
546
+102
263
$1.28M 0.03%
25,283
+2,142
264
$1.27M 0.02%
2,833
-388
265
$1.26M 0.02%
4,835
+99
266
$1.25M 0.02%
40,705
+10,964
267
$1.25M 0.02%
14,203
+107
268
$1.24M 0.02%
14,662
+1,913
269
$1.24M 0.02%
18,735
-2,184
270
$1.21M 0.02%
8,442
-171
271
$1.19M 0.02%
41,367
-296
272
$1.18M 0.02%
5,407
-215
273
$1.18M 0.02%
6,205
+130
274
$1.16M 0.02%
16,178
+932
275
$1.16M 0.02%
2,345
+167
9 10
11
12 13