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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
501
$430K 0.01%
2,010
+6
502
$430K 0.01%
1,820
+196
503
$426K 0.01%
12,019
+643
504
$425K 0.01%
24,630
+3,540
505
$425K 0.01%
3,053
+27
506
$423K 0.01%
1,902
+2
507
$413K 0.01%
1,736
+474
508
$413K 0.01%
6,424
+637
509
$407K 0.01%
4,903
-1,671
510
$405K 0.01%
5,703
+568
511
$404K 0.01%
23,520
+1,580
512
$403K 0.01%
1,637
+439
513
$402K 0.01%
2,111
+349
514
$402K 0.01%
3,546
+844
515
$401K 0.01%
1,148
+236
516
$401K 0.01%
11,614
-1,044
517
$401K 0.01%
15,089
+3,928
518
$400K 0.01%
4,517
-282
519
$398K 0.01%
2,636
+125
520
$396K 0.01%
+19,324
521
$393K 0.01%
2,729
+201
522
$388K 0.01%
2,787
-103
523
$388K 0.01%
3,342
+488
524
$388K 0.01%
1,256
+109
525
$387K 0.01%
8,456
+122
19 20
21
22 23