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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
351
$787K 0.02%
+21,832
352
$771K 0.02%
11,558
-449
353
$767K 0.02%
7,802
-140
354
$762K 0.01%
47,834
-4,343
355
$760K 0.01%
13,628
+3,149
356
$756K 0.01%
2,708
+270
357
$754K 0.01%
3,344
+139
358
$754K 0.01%
71,939
+4,671
359
$748K 0.01%
10,478
+932
360
$747K 0.01%
23,425
-24
361
$747K 0.01%
2,911
-75
362
$744K 0.01%
3,468
+494
363
$741K 0.01%
3,377
+446
364
$739K 0.01%
26,098
-5,435
365
$735K 0.01%
8,810
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366
$735K 0.01%
14,978
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367
$733K 0.01%
1,538
-29
368
$733K 0.01%
7,596
-653
369
$733K 0.01%
4,651
+513
370
$731K 0.01%
12,162
371
$728K 0.01%
23,281
+877
372
$715K 0.01%
2,286
+240
373
$710K 0.01%
10,586
-354
374
$704K 0.01%
10,095
+1,715
375
$702K 0.01%
10,437
-580
13 14
15
16 17