SWP
Sagespring Wealth Partners Portfolio holdings
AUM
$4.64B
This Quarter Return
+0.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.79B
AUM Growth
–
Cap. Flow
+$3.79B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.12%
Holding
602
New
602
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$335M |
| 2 |
Fidelity Blue Chip Growth ETF
FBCG
|
$245M |
| 3 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
$231M |
| 4 |
ABFL
Abacus FCF Leaders ETF
ABFL
|
$201M |
| 5 |
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% |
