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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
701
$218K ﹤0.01%
+1,222
702
$218K ﹤0.01%
+2,092
703
$218K ﹤0.01%
+857
704
$215K ﹤0.01%
+5,336
705
$214K ﹤0.01%
+547
706
$212K ﹤0.01%
833
-45
707
$210K ﹤0.01%
1,175
-310
708
$209K ﹤0.01%
29,361
-32
709
$209K ﹤0.01%
+2,973
710
$209K ﹤0.01%
31,178
+4,494
711
$208K ﹤0.01%
3,019
-1,001
712
$208K ﹤0.01%
+1,510
713
$208K ﹤0.01%
+1,879
714
$208K ﹤0.01%
4,238
-34
715
$207K ﹤0.01%
+1,747
716
$207K ﹤0.01%
11,066
-320
717
$205K ﹤0.01%
3,773
-1,229
718
$204K ﹤0.01%
+2,793
719
$203K ﹤0.01%
+1,017
720
$202K ﹤0.01%
681
-255
721
$202K ﹤0.01%
+3,786
722
$202K ﹤0.01%
+1,526
723
$202K ﹤0.01%
+4,675
724
$201K ﹤0.01%
+2,114
725
$201K ﹤0.01%
+771
27 28
29
30 31