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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
451
$508K 0.01%
2,021
-510
452
$506K 0.01%
3,833
+324
453
$506K 0.01%
2,585
+244
454
$505K 0.01%
6,690
+1,280
455
$505K 0.01%
7,542
-95
456
$503K 0.01%
1,636
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457
$501K 0.01%
5,960
-42
458
$495K 0.01%
5,472
-21
459
$495K 0.01%
2,632
-26
460
$494K 0.01%
6,892
-644
461
$486K 0.01%
8,989
-5,041
462
$485K 0.01%
2,736
-198
463
$485K 0.01%
23,443
-3,081
464
$484K 0.01%
618
-172
465
$484K 0.01%
3,396
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466
$482K 0.01%
3,645
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467
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3,551
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468
$480K 0.01%
1,993
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469
$478K 0.01%
3,581
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470
$476K 0.01%
15,389
+3,742
471
$473K 0.01%
20,081
+6,495
472
$472K 0.01%
5,071
+1,686
473
$471K 0.01%
512
+12
474
$471K 0.01%
24,449
+405
475
$469K 0.01%
13,604
+901
17 18
19
20 21