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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
726
$201K ﹤0.01%
+1,636
727
$200K ﹤0.01%
+2,359
728
$149K ﹤0.01%
3,639
+437
729
$144K ﹤0.01%
13,230
-1,438
730
$142K ﹤0.01%
11,150
-229
731
$138K ﹤0.01%
10,878
+60
732
$98.7K ﹤0.01%
+10,904
733
$82.7K ﹤0.01%
+13,584
734
– –
-3,860
735
– –
-1,164
736
– –
-2,212
737
– –
-8,051
738
– –
-1,024
739
– –
-5,591
740
– –
-6,841
741
– –
-11,310
742
– –
-6,817
743
– –
-737
744
– –
-143
745
– –
-122,505
746
– –
-10,692
747
– –
-14,376
748
– –
-4,346
749
– –
-2,681
750
– –
-16,562
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