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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
526
$386K 0.01%
1,847
+279
527
$384K 0.01%
1,109
-13
528
$384K 0.01%
11,165
+922
529
$383K 0.01%
6,744
+633
530
$382K 0.01%
1,663
-93
531
$379K 0.01%
1,173
-407
532
$377K 0.01%
11,804
+311
533
$373K 0.01%
4,442
-791
534
$373K 0.01%
6,695
+25
535
$373K 0.01%
1,252
+10
536
$371K 0.01%
14,869
-55
537
$371K 0.01%
3,595
538
$371K 0.01%
12,271
-249
539
$369K 0.01%
5,589
+1,852
540
$368K 0.01%
1,723
+515
541
$367K 0.01%
25,911
-5,145
542
$367K 0.01%
5,812
+491
543
$366K 0.01%
7,915
-702
544
$365K 0.01%
7,732
-6,957
545
$365K 0.01%
9,804
+2,295
546
$363K 0.01%
6,854
+104
547
$363K 0.01%
2,240
-13
548
$360K 0.01%
3,002
-36
549
$359K 0.01%
2,454
-1,418
550
$356K 0.01%
2,126
-157
20 21
22
23 24