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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
376
$702K 0.01%
1,974
+139
377
$696K 0.01%
21,353
+1,199
378
$693K 0.01%
15,365
+1,206
379
$692K 0.01%
10,276
+1,631
380
$691K 0.01%
8,648
+672
381
$690K 0.01%
1,936
+432
382
$686K 0.01%
23,174
+626
383
$684K 0.01%
+15,923
384
$683K 0.01%
17,424
-558
385
$681K 0.01%
5,479
+1,550
386
$679K 0.01%
15,468
-413
387
$678K 0.01%
5,920
+901
388
$676K 0.01%
10,824
-2,554
389
$676K 0.01%
8,379
-155
390
$675K 0.01%
56,469
+3,312
391
$672K 0.01%
4,409
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392
$669K 0.01%
15,916
-2,989
393
$664K 0.01%
13,636
+147
394
$662K 0.01%
2,807
+272
395
$662K 0.01%
7,273
+73
396
$661K 0.01%
6,572
+713
397
$660K 0.01%
1,956
+183
398
$660K 0.01%
8,008
+377
399
$658K 0.01%
3,366
-21
400
$652K 0.01%
4,290
+291
14 15
16
17 18