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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
401
$651K 0.01%
18,324
-1,358
402
$650K 0.01%
3,465
+338
403
$649K 0.01%
4,872
+511
404
$648K 0.01%
10,853
+226
405
$638K 0.01%
4,508
-395
406
$635K 0.01%
14,131
-563
407
$635K 0.01%
7,987
+80
408
$634K 0.01%
13,408
+113
409
$632K 0.01%
2,308
+192
410
$628K 0.01%
23,807
+3,155
411
$627K 0.01%
7,611
+1,013
412
$623K 0.01%
38,398
+2,891
413
$622K 0.01%
4,391
+790
414
$622K 0.01%
867
+82
415
$614K 0.01%
8,499
+1,672
416
$612K 0.01%
5,902
+446
417
$609K 0.01%
6,772
+644
418
$607K 0.01%
3,342
-21
419
$606K 0.01%
1,235
-66
420
$604K 0.01%
3,011
-17
421
$603K 0.01%
3,155
+137
422
$600K 0.01%
7,646
-3,442
423
$598K 0.01%
13,765
+2,220
424
$588K 0.01%
17,201
-2,395
425
$587K 0.01%
1,287
+371
15 16
17
18 19