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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
176
$2.13M 0.04%
+11,113
177
$2.07M 0.04%
4,903
+629
178
$2.06M 0.04%
8,192
+342
179
$2.01M 0.04%
10,584
+197
180
$2.01M 0.04%
20,847
+2,068
181
$2M 0.04%
14,239
+3,189
182
$1.99M 0.04%
21,366
-1,125
183
$1.96M 0.04%
5,673
+531
184
$1.93M 0.04%
19,323
+219
185
$1.93M 0.04%
8,476
-295
186
$1.92M 0.04%
11,450
+2,577
187
$1.91M 0.04%
11,195
+1,150
188
$1.9M 0.04%
15,871
+1,427
189
$1.9M 0.04%
8,926
+1,363
190
$1.87M 0.04%
16,368
+1,161
191
$1.86M 0.04%
74,707
-2,072
192
$1.85M 0.04%
22,367
-62
193
$1.85M 0.04%
58,750
-10,858
194
$1.84M 0.04%
+14,361
195
$1.84M 0.04%
11,071
+335
196
$1.84M 0.04%
39,596
-6,488
197
$1.83M 0.04%
20,567
+17,206
198
$1.81M 0.04%
8,375
+325
199
$1.8M 0.04%
3,709
+1,246
200
$1.8M 0.04%
28,343
-838
6 7
8
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