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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
651
$261K 0.01%
4,438
+57
652
$260K 0.01%
10,209
+1,320
653
$260K 0.01%
1,060
+42
654
$259K 0.01%
1,189
+31
655
$259K 0.01%
3,130
-65
656
$258K 0.01%
5,372
+748
657
$256K 0.01%
+791
658
$255K 0.01%
+1,728
659
$255K 0.01%
1,080
-336
660
$255K 0.01%
10,084
661
$252K ﹤0.01%
+2,813
662
$251K ﹤0.01%
2,634
+138
663
$251K ﹤0.01%
474
-4
664
$251K ﹤0.01%
776
+129
665
$250K ﹤0.01%
617
+8
666
$249K ﹤0.01%
4,124
+479
667
$249K ﹤0.01%
+865
668
$249K ﹤0.01%
+10,954
669
$247K ﹤0.01%
9,535
670
$247K ﹤0.01%
+4,541
671
$246K ﹤0.01%
+2,199
672
$245K ﹤0.01%
5,210
-11,815
673
$245K ﹤0.01%
+2,901
674
$244K ﹤0.01%
2,606
+71
675
$243K ﹤0.01%
3,307
+371
25 26
27
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