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
$269M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.3M
3
+$1.23M
4
TSLA icon
Tesla
TSLA
+$364K
5
AXSM icon
Axsome Therapeutics
AXSM
+$339K

Top Sells

1
+$998K
2
+$694K
3
+$462K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$425K
5
AMN icon
AMN Healthcare
AMN
+$280K

Sector Composition

1 Healthcare 13.63%
2 Communication Services 3.71%
3 Technology 3.44%
4 Consumer Discretionary 3.22%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.52%
4,196
+54
27
$1.4M 0.52%
39,350
-47
28
$1.36M 0.51%
2
29
$1.34M 0.5%
3,454
30
$1.31M 0.49%
51,825
-38
31
$1.16M 0.43%
2,741
+311
32
$1.08M 0.4%
8,192
33
$1.07M 0.4%
3,676
+48
34
$1.01M 0.38%
7,550
+120
35
$883K 0.33%
4,637
+841
36
$839K 0.31%
2,384
+133
37
$832K 0.31%
30,012
38
$830K 0.31%
11,816
-27
39
$782K 0.29%
7,272
+2,747
40
$741K 0.28%
26,082
+10,770
41
$717K 0.27%
4,716
-225
42
$712K 0.27%
11,757
+4,653
43
$666K 0.25%
4,607
-183
44
$583K 0.22%
1,944
+720
45
$546K 0.2%
2,395
46
$496K 0.18%
10,262
47
$471K 0.18%
1,351
48
$451K 0.17%
7,850
49
$431K 0.16%
12,000
50
$421K 0.16%
3,057
1
2
3 4