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
$231M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$1.97M
3
+$1.42M
4
ADP icon
Automatic Data Processing
ADP
+$892K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$737K

Top Sells

1
+$4.84M
2
+$1.76M
3
+$707K
4
MBB icon
iShares MBS ETF
MBB
+$362K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$335K

Sector Composition

1 Healthcare 22.48%
2 Consumer Discretionary 4.24%
3 Technology 2.63%
4 Financials 1.68%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.43%
8,192
27
$907K 0.39%
4,569
+4,491
28
$837K 0.36%
2
29
$825K 0.36%
5,451
30
$792K 0.34%
30,351
31
$774K 0.34%
5,223
+81
32
$738K 0.32%
6,975
+5,759
33
$693K 0.3%
18,360
34
$690K 0.3%
+3,189
35
$686K 0.3%
4,163
36
$684K 0.3%
3,108
+713
37
$675K 0.29%
2,263
+127
38
$633K 0.27%
2,840
39
$603K 0.26%
4,130
+1,130
40
$600K 0.26%
4,431
41
$547K 0.24%
+8,300
42
$498K 0.22%
7,850
43
$497K 0.22%
2,990
44
$496K 0.21%
+13,335
45
$468K 0.2%
4,154
+3,737
46
$462K 0.2%
+827
47
$457K 0.2%
3,629
48
$427K 0.18%
3,191
+2,991
49
$401K 0.17%
10,942
50
$387K 0.17%
1,427
+1,122
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