SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $413M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.77M
3
+$1.73M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.37M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.37M

Top Sells

1
+$1.78M
2
+$1.18M
3
+$964K
4
CRM icon
Salesforce
CRM
+$859K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$748K

Sector Composition

1 Healthcare 15.35%
2 Technology 2.76%
3 Communication Services 2.74%
4 Consumer Discretionary 2.13%
5 Utilities 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.51%
36,174
-3,176
27
$1.4M 0.5%
6,334
+163
28
$1.39M 0.5%
3,805
+351
29
$1.28M 0.46%
49,628
-2,197
30
$1.26M 0.45%
3,347
+606
31
$1.11M 0.4%
8,192
32
$1.06M 0.38%
3,845
+169
33
$887K 0.32%
11,729
-87
34
$849K 0.3%
7,142
-130
35
$845K 0.3%
7,800
+250
36
$809K 0.29%
4,877
+270
37
$786K 0.28%
30,012
38
$750K 0.27%
11,757
39
$737K 0.26%
4,916
+200
40
$702K 0.25%
2,251
-133
41
$672K 0.24%
1,944
42
$656K 0.23%
4,199
-438
43
$566K 0.2%
2,395
44
$566K 0.2%
18,669
-7,413
45
$512K 0.18%
+27,563
46
$511K 0.18%
10,262
47
$476K 0.17%
7,850
48
$465K 0.17%
12,000
49
$451K 0.16%
2,254
+427
50
$447K 0.16%
6,242
+223
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