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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
576
$330K 0.01%
9,920
-3,342
577
$330K 0.01%
1,886
+210
578
$329K 0.01%
2,612
-131
579
$329K 0.01%
4,530
-42
580
$328K 0.01%
3,961
-74
581
$327K 0.01%
8,147
582
$325K 0.01%
2,532
+187
583
$325K 0.01%
+4,997
584
$324K 0.01%
+6,096
585
$324K 0.01%
9,938
+1,026
586
$322K 0.01%
7,224
+577
587
$322K 0.01%
11,592
+4,192
588
$321K 0.01%
15,743
+75
589
$321K 0.01%
1,623
+108
590
$321K 0.01%
3,949
-161
591
$320K 0.01%
1,873
-159
592
$319K 0.01%
6,261
+735
593
$319K 0.01%
5,987
+611
594
$319K 0.01%
+7,163
595
$318K 0.01%
3,556
-146
596
$317K 0.01%
2,238
-2
597
$315K 0.01%
580
+141
598
$315K 0.01%
6,618
-185
599
$311K 0.01%
3,315
-128
600
$310K 0.01%
376
-105
22 23
24
25 26