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
$211M
AUM Growth
+$8.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2M
3
+$1.6M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$624K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$429K

Top Sells

1
+$8.52M
2
+$1.48M
3
+$540K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$515K
5
NVDA icon
NVIDIA
NVDA
+$393K

Sector Composition

1 Healthcare 23.54%
2 Technology 2.67%
3 Consumer Discretionary 2.42%
4 Communication Services 2.33%
5 Utilities 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.48%
8,192
27
$986K 0.47%
4,665
+417
28
$910K 0.43%
4,912
-244
29
$813K 0.39%
21,853
-39,810
30
$812K 0.39%
12,029
-37
31
$803K 0.38%
3,644
-44
32
$737K 0.35%
4,450
33
$711K 0.34%
30,012
34
$650K 0.31%
1,909
35
$617K 0.29%
2,001
36
$606K 0.29%
1,261
37
$540K 0.26%
5,039
38
$490K 0.23%
2,395
39
$427K 0.2%
7,850
40
$413K 0.2%
3,110
41
$398K 0.19%
6,614
42
$393K 0.19%
9,300
-9,300
43
$382K 0.18%
2,259
-3,192
44
$354K 0.17%
12,000
45
$352K 0.17%
10,445
46
$331K 0.16%
1,351
47
$320K 0.15%
2,647
+232
48
$318K 0.15%
1,049
+193
49
$303K 0.14%
2,826
50
$290K 0.14%
1,708
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