SWP

Sagespring Wealth Partners Portfolio holdings

AUM $5.11B
1-Year Est. Return 16.69%
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.79B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$245M
3
+$231M
4
ABFL
Abacus FCF Leaders ETF
ABFL
+$201M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$139M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.95%
2 Financials 2.65%
3 Consumer Discretionary 2.03%
4 Healthcare 1.62%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$303K 0.01%
+6,761
477
$303K 0.01%
+14,210
478
$300K 0.01%
+4,127
479
$299K 0.01%
+3,515
480
$296K 0.01%
+638
481
$294K 0.01%
+1,015
482
$292K 0.01%
+5,784
483
$292K 0.01%
+616
484
$292K 0.01%
+2,560
485
$286K 0.01%
+4,317
486
$285K 0.01%
+3,029
487
$284K 0.01%
+1,642
488
$284K 0.01%
+2,258
489
$283K 0.01%
+2,157
490
$282K 0.01%
+8,506
491
$282K 0.01%
+583
492
$281K 0.01%
+1,521
493
$280K 0.01%
+9,596
494
$280K 0.01%
+2,478
495
$280K 0.01%
+2,769
496
$279K 0.01%
+3,599
497
$277K 0.01%
+6,547
498
$276K 0.01%
+6,252
499
$276K 0.01%
+10,140
500
$275K 0.01%
+2,233
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