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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
626
$278K 0.01%
2,137
+173
627
$277K 0.01%
61,038
+6,408
628
$276K 0.01%
5,604
-2,412
629
$275K 0.01%
1,727
+155
630
$275K 0.01%
1,924
-18
631
$274K 0.01%
1,744
-24
632
$272K 0.01%
5,467
+23
633
$271K 0.01%
971
+138
634
$271K 0.01%
4,765
-702
635
$271K 0.01%
3,086
-59
636
$271K 0.01%
4,998
+257
637
$269K 0.01%
2,643
-42
638
$269K 0.01%
4,158
+16
639
$268K 0.01%
6,246
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640
$267K 0.01%
7,566
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641
$266K 0.01%
+487
642
$266K 0.01%
3,968
-1,994
643
$265K 0.01%
139
644
$265K 0.01%
6,342
+421
645
$264K 0.01%
+6,938
646
$263K 0.01%
+1,281
647
$263K 0.01%
527
-191
648
$263K 0.01%
1,661
-561
649
$262K 0.01%
1,206
+68
650
$261K 0.01%
5,322
-21
24 25
26
27 28