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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
426
$579K 0.01%
12,866
-428
427
$579K 0.01%
918
+34
428
$577K 0.01%
606
+94
429
$575K 0.01%
7,505
-206
430
$574K 0.01%
+14,503
431
$568K 0.01%
4,740
+1,243
432
$567K 0.01%
1,381
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433
$562K 0.01%
880
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434
$560K 0.01%
1,738
-244
435
$560K 0.01%
12,536
-42
436
$559K 0.01%
11,826
437
$557K 0.01%
1,799
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438
$554K 0.01%
2,026
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439
$554K 0.01%
14,189
-20
440
$553K 0.01%
3,917
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441
$552K 0.01%
982
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442
$545K 0.01%
11,461
-9,521
443
$541K 0.01%
9,052
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444
$535K 0.01%
27,389
+6,196
445
$526K 0.01%
4,627
-1,086
446
$522K 0.01%
396
-31
447
$521K 0.01%
12,705
+315
448
$520K 0.01%
5,422
+76
449
$517K 0.01%
10,258
-278
450
$516K 0.01%
2,296
+108
16 17
18
19 20