We are live on ! Find out more
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
551
$356K 0.01%
7,449
-2,517
552
$355K 0.01%
6,799
-38
553
$354K 0.01%
4,621
+1,236
554
$352K 0.01%
601
-32
555
$348K 0.01%
+11,050
556
$348K 0.01%
4,315
+1
557
$345K 0.01%
3,480
-18
558
$345K 0.01%
608
+51
559
$344K 0.01%
8,913
560
$344K 0.01%
4,718
-1,378
561
$343K 0.01%
1,189
-156
562
$343K 0.01%
1,017
+75
563
$343K 0.01%
11,001
+191
564
$342K 0.01%
+2,846
565
$341K 0.01%
5,063
+273
566
$341K 0.01%
10,596
+534
567
$341K 0.01%
3,079
-64
568
$341K 0.01%
2,827
-12,538
569
$340K 0.01%
7,668
-173
570
$334K 0.01%
8,613
-1,429
571
$333K 0.01%
2,336
+327
572
$332K 0.01%
22,325
+1,362
573
$332K 0.01%
7,826
+322
574
$332K 0.01%
13,503
+891
575
$330K 0.01%
+6,947
21 22
23
24 25