We are live on ! Find out more
SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $432M
1-Year Est. Return 23%
This Fund
S&P 500
This Quarter Est. Return
+0.84%
1 Year Est. Return
+23%
3 Year Est. Return
+56.39%
5 Year Est. Return
+61.52%
10 Year Est. Return
–
AUM
$432M
AUM Growth
+$82.4M
Cap. Flow
+$81M
Cap. Flow %
18.72%
Top 10 Hldgs %
74.35%
Holding
88
New
5
Increased
15
Reduced
21
Closed
7

Top Buys

1
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$66.1M
2
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$11.9M
3
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.24M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$3.41M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.44M

Top Sells

1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$9.84M
2
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$465K
3
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$375K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$284K
5
ACN icon
Accenture
ACN
+$242K

Sector Composition

1 Healthcare 8.19%
2 Communication Services 2.9%
3 Technology 1.8%
4 Consumer Discretionary 1.44%
5 Utilities 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLI icon
51
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$467K 0.11%
2,884
– –
TSLA icon
52
Tesla
TSLA
$1.47T
$448K 0.1%
1,205
– –
KO icon
53
Coca-Cola
KO
$365B
$447K 0.1%
5,884
-328
-5% -$24.8K
XLC icon
54
State Street Communication Services Select Sector SPDR ETF
XLC
$23.5B
$446K 0.1%
4,027
– –
VV icon
55
Vanguard Large-Cap ETF
VV
$52.7B
$418K 0.1%
1,400
– –
FSSL
56
FS Specialty Lending Fund
FSSL
$835M
$410K 0.09%
+32,794
New +$427K
SPTM icon
57
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$402K 0.09%
5,091
– –
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.06T
$400K 0.09%
835
-120
-13% -$58.9K
GILD icon
59
Gilead Sciences
GILD
$169B
$394K 0.09%
2,827
– –
XLY icon
60
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.7B
$390K 0.09%
3,581
+1
+0% +$117
NET icon
61
Cloudflare
NET
$96.7B
$386K 0.09%
1,869
– –
MMM icon
62
3M
MMM
$84.4B
$382K 0.09%
2,633
– –
LIN icon
63
Linde
LIN
$241B
$351K 0.08%
707
– –
DLN icon
64
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
$322K 0.07%
3,600
– –
WMT icon
65
Walmart Inc
WMT
$915B
$307K 0.07%
2,474
– –
LRCX icon
66
Lam Research
LRCX
$401B
$299K 0.07%
1,400
– –
ORCL icon
67
Oracle
ORCL
$358B
$297K 0.07%
2,019
– –
GEV icon
68
GE Vernova
GEV
$278B
$285K 0.07%
327
– –
VT icon
69
Vanguard Total World Stock ETF
VT
$77.2B
$277K 0.06%
2,000
– –
VGSH icon
70
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$274K 0.06%
4,689
-1,645
-26% -$96.6K
XLV icon
71
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$273K 0.06%
1,865
-1,312
-41% -$202K
FTAI icon
72
FTAI Aviation
FTAI
$20.9B
$257K 0.06%
1,051
– –
ACN icon
73
Accenture
ACN
$88.5B
$249K 0.06%
1,254
-1,038
-45% -$242K
MGK icon
74
Vanguard Mega Cap Growth ETF
MGK
$33.2B
$241K 0.06%
3,285
– –
ITOT icon
75
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
$239K 0.06%
1,675
+10
+0.6% +$1.49K
1 2
3
4

Similar funds

PAMS
Pinpoint Asset Management (Singapore) Singapore $433M AUM 32.19% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
HCM
Horiko Capital Management New York $434M AUM 47.96% 1-Year Est. Return
FGP
Foyston, Gordon, & Payne Toronto, Ontario, Canada $434M AUM 9.09% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $431M AUM 25.35% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
OA
Operose Advisors Milwaukee, Wisconsin $431M AUM 20.45% 1-Year Est. Return