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
$193M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$7.43M
3
+$5.27M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$875K

Top Sells

1
+$22.8M
2
+$1.6M
3
+$307K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$284K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$212K

Sector Composition

1 Healthcare 25.88%
2 Consumer Discretionary 3.76%
3 Technology 2.63%
4 Industrials 1.25%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$696K 0.36%
30,624
+108
27
$689K 0.36%
5,451
28
$682K 0.35%
4,331
29
$624K 0.32%
+4,431
30
$569K 0.29%
1,622
+18
31
$556K 0.29%
2,140
+4
32
$554K 0.29%
18,360
33
$553K 0.29%
2,840
34
$517K 0.27%
1,978
+13
35
$502K 0.26%
2,412
+17
36
$458K 0.24%
7,850
37
$437K 0.23%
2,990
38
$412K 0.21%
3,629
+187
39
$389K 0.2%
1,713
-120
40
$387K 0.2%
2,736
+47
41
$337K 0.17%
11,446
-5,088
42
$309K 0.16%
1,923
-1,169
43
$306K 0.16%
5,572
44
$293K 0.15%
12,000
45
$253K 0.13%
2,854
-1,521
46
$246K 0.13%
1,400
47
$239K 0.12%
4,061
+33
48
$217K 0.11%
2,029
+63
49
$196K 0.1%
2,911
-1,290
50
$194K 0.1%
3,600
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