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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
601
$309K 0.01%
7,530
-6,894
602
$308K 0.01%
+1,518
603
$306K 0.01%
541
+22
604
$306K 0.01%
3,623
+460
605
$305K 0.01%
1,511
+154
606
$302K 0.01%
5,690
607
$301K 0.01%
5,538
-183
608
$301K 0.01%
4,732
+2
609
$300K 0.01%
3,219
-956
610
$299K 0.01%
6,522
-885
611
$297K 0.01%
6,436
-596
612
$297K 0.01%
4,168
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613
$294K 0.01%
2,186
+552
614
$294K 0.01%
+4,099
615
$289K 0.01%
10,992
-1,071
616
$287K 0.01%
4,817
-1,465
617
$286K 0.01%
2,860
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618
$286K 0.01%
10,059
+1,607
619
$286K 0.01%
4,056
+781
620
$285K 0.01%
+6,230
621
$284K 0.01%
905
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622
$282K 0.01%
3,750
+338
623
$281K 0.01%
6,674
624
$281K 0.01%
2,912
+302
625
$279K 0.01%
4,059
+21
23 24
25
26 27