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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
676
$243K ﹤0.01%
+5,839
677
$242K ﹤0.01%
+4,174
678
$242K ﹤0.01%
+4,206
679
$241K ﹤0.01%
1,760
-458
680
$238K ﹤0.01%
+3,799
681
$238K ﹤0.01%
4,711
+270
682
$236K ﹤0.01%
+3,107
683
$236K ﹤0.01%
16,109
+2,351
684
$233K ﹤0.01%
+1,536
685
$231K ﹤0.01%
+2,392
686
$231K ﹤0.01%
3,969
+6
687
$231K ﹤0.01%
2,892
-387
688
$231K ﹤0.01%
1,639
-371
689
$229K ﹤0.01%
+1,215
690
$229K ﹤0.01%
1,613
+52
691
$228K ﹤0.01%
4,912
+203
692
$227K ﹤0.01%
4,296
693
$227K ﹤0.01%
+5,888
694
$226K ﹤0.01%
3,516
+1
695
$226K ﹤0.01%
6,729
-6,038
696
$225K ﹤0.01%
+5,185
697
$222K ﹤0.01%
+4,878
698
$221K ﹤0.01%
2,129
-969
699
$221K ﹤0.01%
132
-1
700
$219K ﹤0.01%
2,130
-584
26 27
28
29 30