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
$219M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.04M
3
+$1.82M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$875K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$703K

Top Sells

1
+$1.64M
2
+$817K
3
+$784K
4
UNH icon
UnitedHealth
UNH
+$454K
5
MBB icon
iShares MBS ETF
MBB
+$454K

Sector Composition

1 Healthcare 22.62%
2 Consumer Discretionary 4.13%
3 Technology 3.07%
4 Utilities 1.47%
5 Financials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$901K 0.41%
2
27
$893K 0.41%
5,142
-81
28
$875K 0.4%
+41,314
29
$864K 0.39%
18,360
30
$838K 0.38%
3,400
-1,169
31
$830K 0.38%
2,001
-1,891
32
$824K 0.38%
1,640
-904
33
$814K 0.37%
30,351
34
$712K 0.33%
4,163
35
$686K 0.31%
2,840
36
$603K 0.28%
2,395
-713
37
$568K 0.26%
11,900
-1,435
38
$552K 0.25%
2,136
-127
39
$526K 0.24%
2,231
-958
40
$522K 0.24%
827
41
$511K 0.23%
3,629
42
$481K 0.22%
7,850
43
$472K 0.22%
6,967
-1,333
44
$444K 0.2%
2,990
45
$427K 0.2%
10,942
46
$394K 0.18%
+6,440
47
$393K 0.18%
1,923
48
$390K 0.18%
6,594
+22
49
$385K 0.18%
2,696
-310
50
$384K 0.18%
12,000
1
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