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
$260M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.9M
3
+$895K
4
DUK icon
Duke Energy
DUK
+$561K
5
VZ icon
Verizon
VZ
+$354K

Top Sells

1
+$6.21M
2
+$858K
3
+$216K
4
NVDA icon
NVIDIA
NVDA
+$94.9K
5
AMZN icon
Amazon
AMZN
+$94.3K

Sector Composition

1 Healthcare 19.22%
2 Communication Services 3.17%
3 Technology 2.77%
4 Consumer Discretionary 2.57%
5 Utilities 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.5%
52,548
-1,837
27
$1.28M 0.49%
4,234
-272
28
$1.27M 0.49%
2
29
$1.08M 0.41%
8,192
30
$1.02M 0.39%
2,434
+4
31
$955K 0.37%
3,673
+29
32
$884K 0.34%
11,905
+62
33
$867K 0.33%
4,955
34
$815K 0.31%
30,012
35
$806K 0.31%
8,920
-1,050
36
$780K 0.3%
2,251
+96
37
$758K 0.29%
4,790
38
$731K 0.28%
52,262
-1,103
39
$590K 0.23%
2,398
+3
40
$586K 0.22%
5,039
41
$463K 0.18%
12,000
42
$460K 0.18%
7,850
43
$460K 0.18%
3,021
44
$452K 0.17%
3,057
45
$432K 0.17%
10,262
46
$409K 0.16%
1,226
+2
47
$405K 0.16%
6,614
48
$399K 0.15%
1,353
+2
49
$356K 0.14%
2,826
50
$336K 0.13%
1,400
1
2
3