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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
276
$1.15M 0.02%
9,165
+694
277
$1.15M 0.02%
2,930
-255
278
$1.15M 0.02%
4,651
-791
279
$1.14M 0.02%
3,476
+115
280
$1.14M 0.02%
1,591
+287
281
$1.14M 0.02%
11,994
+2,914
282
$1.14M 0.02%
6,401
+199
283
$1.14M 0.02%
21,479
+569
284
$1.13M 0.02%
5,595
-207
285
$1.12M 0.02%
14,839
+104
286
$1.12M 0.02%
5,624
+71
287
$1.11M 0.02%
3,643
+356
288
$1.09M 0.02%
9,842
+6,181
289
$1.08M 0.02%
23,541
+1,735
290
$1.07M 0.02%
9,311
+1,445
291
$1.06M 0.02%
6,841
+582
292
$1.06M 0.02%
3,565
-204
293
$1.05M 0.02%
12,617
-2,460
294
$1.05M 0.02%
12,381
-284
295
$1.04M 0.02%
3,842
+530
296
$1.02M 0.02%
2,901
-440
297
$1.02M 0.02%
30,315
+2,446
298
$1.02M 0.02%
237
+22
299
$1.02M 0.02%
7,823
-320
300
$1.01M 0.02%
2,025
-312
10 11
12
13 14