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
$159M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.08M
3
+$564K
4
MBB icon
iShares MBS ETF
MBB
+$406K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$216K

Top Sells

1
+$2.26M
2
+$1.18M
3
+$876K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$292K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Healthcare 23.03%
2 Technology 2.8%
3 Consumer Discretionary 2.77%
4 Industrials 1.39%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$564K 0.35%
30,516
+213
27
$553K 0.35%
5,451
28
$537K 0.34%
2,136
29
$500K 0.31%
1,604
30
$498K 0.31%
9,066
+237
31
$484K 0.3%
2,840
32
$472K 0.3%
2,395
33
$454K 0.29%
3,092
+429
34
$444K 0.28%
1,965
35
$413K 0.26%
6,946
+823
36
$400K 0.25%
2,990
37
$398K 0.25%
16,534
+1,200
38
$396K 0.25%
7,850
-800
39
$387K 0.24%
1,833
-167
40
$363K 0.23%
3,442
+262
41
$338K 0.21%
2,689
42
$337K 0.21%
4,375
+241
43
$275K 0.17%
5,572
44
$271K 0.17%
12,000
45
$269K 0.17%
4,201
+560
46
$240K 0.15%
4,028
47
$219K 0.14%
1,400
48
$197K 0.12%
3,200
49
$183K 0.12%
5,261
+2
50
$175K 0.11%
3,600
1
2
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