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
$200M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$2.19M
3 +$1.21M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.16M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$894K

Sector Composition

1 Healthcare 26.91%
2 Technology 2.98%
3 Consumer Discretionary 2.67%
4 Utilities 1.71%
5 Financials 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$893K 0.45%
3,255
27
$857K 0.43%
5,142
28
$842K 0.42%
1,640
29
$840K 0.42%
+5,091
30
$818K 0.41%
2
31
$815K 0.41%
13,845
-3,476
32
$773K 0.39%
18,360
33
$714K 0.36%
3,400
34
$705K 0.35%
3,973
-190
35
$635K 0.32%
5,451
36
$631K 0.32%
30,168
37
$556K 0.28%
2,001
38
$548K 0.27%
2,231
39
$536K 0.27%
2,840
40
$511K 0.26%
2,395
41
$493K 0.25%
6,967
42
$489K 0.25%
827
43
$484K 0.24%
2,136
44
$461K 0.23%
11,900
45
$454K 0.23%
5,298
46
$442K 0.22%
3,444
47
$415K 0.21%
6,594
48
$405K 0.2%
2,403
+439
49
$395K 0.2%
3,355
+553
50
$392K 0.2%
7,850