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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
476
$468K 0.01%
1,810
-63
477
$462K 0.01%
2,209
+2
478
$462K 0.01%
3,306
+125
479
$461K 0.01%
7,332
-365
480
$459K 0.01%
11,972
-466
481
$456K 0.01%
1,941
-135
482
$456K 0.01%
12,275
+118
483
$454K 0.01%
3,766
+179
484
$452K 0.01%
17,118
+6,752
485
$452K 0.01%
2,710
-77
486
$452K 0.01%
5,655
+232
487
$452K 0.01%
17,315
-2,702
488
$450K 0.01%
2,383
+360
489
$446K 0.01%
4,971
+48
490
$445K 0.01%
10,314
+73
491
$442K 0.01%
1,330
-84
492
$440K 0.01%
3,620
+394
493
$440K 0.01%
26,257
+1,134
494
$438K 0.01%
3,697
+74
495
$436K 0.01%
6,339
-44
496
$436K 0.01%
2,523
+123
497
$436K 0.01%
2,519
-94
498
$433K 0.01%
5,976
+157
499
$432K 0.01%
9,001
-691
500
$432K 0.01%
618
-123
18 19
20
21 22