SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+8.89%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$260M
AUM Growth
+$260M
(+17%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
6.66%
Top 10 Holdings %
Top 10 Hldgs %
73.42%
Holding
63
New
3
Increased
17
Reduced
16
Closed
1
Top Buys
| 1 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$11.6M |
| 2 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$10.9M |
| 3 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$895K |
| 4 |
Duke Energy
DUK
|
$561K |
| 5 |
Verizon
VZ
|
$354K |
Top Sells
| 1 |
Cigna
CI
|
$6.21M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$858K |
| 3 |
Gilead Sciences
GILD
|
$216K |
| 4 |
NVIDIA
NVDA
|
$94.9K |
| 5 |
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% |
