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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
151
$2.78M 0.05%
11,760
-565
152
$2.76M 0.05%
16,374
+1,147
153
$2.76M 0.05%
2,367
+171
154
$2.74M 0.05%
5,767
+444
155
$2.62M 0.05%
32,796
+1,146
156
$2.61M 0.05%
81,979
+929
157
$2.59M 0.05%
25,498
+1,418
158
$2.56M 0.05%
7,908
-11
159
$2.55M 0.05%
3,735
-152
160
$2.51M 0.05%
20,287
+764
161
$2.38M 0.05%
21,655
+1,253
162
$2.36M 0.05%
96,480
+610
163
$2.34M 0.05%
7,987
-394
164
$2.34M 0.05%
38,557
+3,047
165
$2.34M 0.05%
5,112
-61
166
$2.33M 0.05%
12,304
+5,705
167
$2.29M 0.04%
21,401
-521
168
$2.28M 0.04%
10,576
-10
169
$2.22M 0.04%
16,131
+3,196
170
$2.17M 0.04%
31,668
+173
171
$2.16M 0.04%
11,761
-827
172
$2.16M 0.04%
15,304
-9,004
173
$2.15M 0.04%
19,390
+2,039
174
$2.14M 0.04%
7,864
+332
175
$2.13M 0.04%
21,761
+3,952
5 6
7
8 9