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
$184M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 26.69%
2 Consumer Discretionary 2.41%
3 Technology 1.97%
4 Financials 1.69%
5 Communication Services 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$913K 0.5%
8,192
27
$879K 0.48%
1,740
+100
28
$873K 0.47%
5,345
+203
29
$813K 0.44%
2
30
$720K 0.39%
4,408
+435
31
$694K 0.38%
3,869
+1,029
32
$693K 0.38%
4,818
-273
33
$653K 0.35%
12,395
-1,450
34
$606K 0.33%
30,012
-156
35
$579K 0.31%
5,451
36
$528K 0.29%
2,052
+51
37
$514K 0.28%
5,890
+592
38
$489K 0.27%
2,509
+114
39
$428K 0.23%
7,640
+1,046
40
$417K 0.23%
3,444
41
$377K 0.2%
3,709
+354
42
$351K 0.19%
2,431
+28
43
$348K 0.19%
7,850
44
$332K 0.18%
1,633
+54
45
$332K 0.18%
10,942
46
$311K 0.17%
+3,914
47
$303K 0.16%
3,278
+288
48
$282K 0.15%
12,230
+230
49
$272K 0.15%
1,908
-15
50
$264K 0.14%
1,134
-5,711