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
$256M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.81M
3
+$258K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$206K
5
VZ icon
Verizon
VZ
+$110K

Top Sells

1
+$5.02M
2
+$2.76M
3
+$208K
4
MCD icon
McDonald's
MCD
+$207K
5
AMZN icon
Amazon
AMZN
+$129K

Sector Composition

1 Healthcare 16.75%
2 Communication Services 3.6%
3 Technology 3.12%
4 Consumer Discretionary 2.58%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.48%
2
27
$1.19M 0.46%
3,454
28
$1.1M 0.43%
8,910
-10
29
$1.09M 0.43%
4,231
-3
30
$1.09M 0.42%
2,430
-4
31
$1.04M 0.41%
8,192
32
$971K 0.38%
3,628
-45
33
$860K 0.34%
11,843
-62
34
$817K 0.32%
4,955
35
$779K 0.3%
30,012
36
$700K 0.27%
4,790
37
$696K 0.27%
52,262
38
$683K 0.27%
2,251
39
$580K 0.23%
5,039
40
$554K 0.22%
3,021
41
$542K 0.21%
2,395
-3
42
$460K 0.18%
7,850
43
$446K 0.17%
3,057
44
$422K 0.17%
10,262
45
$393K 0.15%
1,224
-2
46
$393K 0.15%
2,850
47
$389K 0.15%
6,114
-500
48
$377K 0.15%
12,000
49
$374K 0.15%
1,351
-2
50
$349K 0.14%
1,400
1
2
3