SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $413M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.84M
3
+$4.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M

Top Sells

1
+$4.09M
2
+$3.33M
3
+$2.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.96M
5
CI icon
Cigna
CI
+$1.77M

Sector Composition

1 Healthcare 26.88%
2 Technology 2.52%
3 Consumer Staples 1.51%
4 Industrials 1.11%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$449K 0.32%
37,252
27
$423K 0.3%
+30,114
28
$422K 0.3%
8,738
+6,670
29
$400K 0.28%
1,604
-864
30
$373K 0.26%
5,451
31
$366K 0.26%
2,840
32
$355K 0.25%
8,650
-900
33
$341K 0.24%
2,091
+126
34
$341K 0.24%
2,990
35
$338K 0.24%
2,395
36
$308K 0.22%
+14,777
37
$271K 0.19%
2,000
38
$270K 0.19%
3,259
+3,098
39
$267K 0.19%
+3,016
40
$261K 0.18%
+5,896
41
$259K 0.18%
2,136
-198
42
$252K 0.18%
+2,572
43
$247K 0.17%
5,572
44
$237K 0.17%
+4,013
45
$225K 0.16%
3,014
46
$216K 0.15%
4,028
-215
47
$191K 0.13%
+3,505
48
$188K 0.13%
12,000
49
$181K 0.13%
3,957
50
$169K 0.12%
3,200
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