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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
326
$871K 0.02%
6,288
+883
327
$866K 0.02%
4,628
+1,210
328
$866K 0.02%
2,947
-241
329
$862K 0.02%
15,044
-4,193
330
$862K 0.02%
14,090
-207
331
$858K 0.02%
7,683
+452
332
$850K 0.02%
4,995
+755
333
$834K 0.02%
874
+106
334
$832K 0.02%
4,460
-544
335
$831K 0.02%
7,906
-330
336
$831K 0.02%
12,350
-1,518
337
$829K 0.02%
14,569
-369
338
$827K 0.02%
13,560
+1,104
339
$827K 0.02%
12,224
+402
340
$825K 0.02%
4,019
-24
341
$818K 0.02%
12,810
-4
342
$816K 0.02%
13,669
-1,071
343
$815K 0.02%
4,809
+1,565
344
$813K 0.02%
24,782
345
$805K 0.02%
2,792
-1,024
346
$803K 0.02%
10,327
-202
347
$796K 0.02%
5,852
+119
348
$794K 0.02%
7,078
+410
349
$794K 0.02%
+18,189
350
$790K 0.02%
20,955
+1,567
12 13
14
15 16