SWP

Sagespring Wealth Partners Portfolio holdings

AUM $5.5B
1-Year Est. Return 18.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$2.51B
2
+$1.38B
3
+$1.25B
4
FBND icon
Fidelity Total Bond ETF
FBND
+$403M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$354M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.95%
2 Financials 2.65%
3 Consumer Discretionary 2.03%
4 Healthcare 1.62%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$494K 0.01%
+5,432
352
$494K 0.01%
+9,734
353
$488K 0.01%
+1,808
354
$487K 0.01%
+3,631
355
$487K 0.01%
+9,142
356
$485K 0.01%
+20,617
357
$484K 0.01%
+151
358
$483K 0.01%
+10,171
359
$483K 0.01%
+15,924
360
$479K 0.01%
+5,691
361
$472K 0.01%
+2,646
362
$471K 0.01%
+12,575
363
$470K 0.01%
+22,204
364
$469K 0.01%
+2,500
365
$469K 0.01%
+9,716
366
$467K 0.01%
+6,304
367
$466K 0.01%
+10,586
368
$465K 0.01%
+12,804
369
$456K 0.01%
+3,314
370
$456K 0.01%
+5,338
371
$452K 0.01%
+761
372
$451K 0.01%
+3,489
373
$449K 0.01%
+2,459
374
$447K 0.01%
+2,354
375
$445K 0.01%
+939
13 14
15
16 17