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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
301
$1.01M 0.02%
5,136
-5
302
$1.01M 0.02%
9,751
+505
303
$988K 0.02%
25,212
-4,992
304
$963K 0.02%
10,336
+4,034
305
$961K 0.02%
3,692
-17
306
$960K 0.02%
11,925
-75
307
$950K 0.02%
23,312
308
$945K 0.02%
17,034
-2,142
309
$942K 0.02%
33,181
+7,431
310
$938K 0.02%
+17,378
311
$937K 0.02%
5,827
312
$929K 0.02%
1,202
-90
313
$928K 0.02%
13,766
+742
314
$926K 0.02%
2,894
-61
315
$922K 0.02%
12,186
+439
316
$920K 0.02%
8,445
+383
317
$919K 0.02%
3,439
-266
318
$915K 0.02%
37,146
-103
319
$914K 0.02%
+19,568
320
$906K 0.02%
3,491
-148
321
$889K 0.02%
4,623
-483
322
$878K 0.02%
5,962
+192
323
$875K 0.02%
6,900
-1,640
324
$874K 0.02%
5,867
-278
325
$874K 0.02%
16,541
-10
11 12
13
14 15