SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $404M
1-Year Est. Return 18.77%
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$16.9M
3
+$11.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.1M
5
MBB icon
iShares MBS ETF
MBB
+$8.81M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 31.43%
2 Technology 2.39%
3 Industrials 1.52%
4 Real Estate 1.41%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$519K 0.35%
+12,605
27
$513K 0.35%
+9,550
28
$465K 0.32%
+2,840
29
$456K 0.31%
+5,451
30
$455K 0.31%
+6,280
31
$441K 0.3%
+2,990
32
$433K 0.29%
+2,395
33
$417K 0.28%
+3,604
34
$415K 0.28%
+2,660
35
$414K 0.28%
+1,965
36
$376K 0.26%
+12,403
37
$366K 0.25%
+6,700
38
$358K 0.24%
+2,000
39
$353K 0.24%
+2,334
40
$308K 0.21%
+5,572
41
$268K 0.18%
+6,040
42
$261K 0.18%
+4,243
43
$261K 0.18%
+3,744
44
$233K 0.16%
+3,957
45
$228K 0.15%
+2,820
46
$222K 0.15%
+12,000
47
$208K 0.14%
+4,301
48
$207K 0.14%
+1,400
49
$205K 0.14%
+4,873
50
$204K 0.14%
+5,701
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