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
$275M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$694K
3
+$635K
4
AHR icon
American Healthcare REIT
AHR
+$400K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$293K

Top Sells

1
+$5.59M
2
+$654K
3
+$180K
4
CI icon
Cigna
CI
+$131K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$100K

Sector Composition

1 Healthcare 16.74%
2 Communication Services 3.38%
3 Technology 2.97%
4 Consumer Discretionary 2.56%
5 Utilities 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.52%
51,863
-685
27
$1.4M 0.51%
3,454
28
$1.38M 0.5%
2
29
$1.16M 0.42%
8,192
30
$1.13M 0.41%
4,142
-89
31
$1.05M 0.38%
2,430
32
$1.03M 0.37%
3,628
33
$924K 0.34%
11,843
34
$902K 0.33%
7,430
-1,480
35
$840K 0.31%
4,941
-14
36
$831K 0.3%
30,012
37
$796K 0.29%
2,251
38
$776K 0.28%
4,790
39
$768K 0.28%
52,262
40
$694K 0.25%
+783
41
$635K 0.23%
3,796
+775
42
$590K 0.21%
2,395
43
$530K 0.19%
4,525
-514
44
$497K 0.18%
1,224
45
$495K 0.18%
7,850
46
$471K 0.17%
3,057
47
$465K 0.17%
10,262
48
$437K 0.16%
1,351
49
$429K 0.16%
12,000
50
$427K 0.16%
5,947
-167
1
2
3