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
$413M
AUM Growth
+$9.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$3.94M
3
+$2.81M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.49M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.47M

Top Sells

1
+$33.6M
2
+$19.6M
3
+$871K
4
AHR icon
American Healthcare REIT
AHR
+$671K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$333K

Sector Composition

1 Financials 18.52%
2 Healthcare 9.16%
3 Technology 2.64%
4 Communication Services 2.61%
5 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.44T
$486K 0.12%
1,093
XOM icon
52
Exxon Mobil
XOM
$486B
$485K 0.12%
4,304
-2,795
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.09T
$480K 0.12%
955
+200
ET icon
54
Energy Transfer Partners
ET
$57.4B
$473K 0.11%
27,563
XLC icon
55
State Street Communication Services Select Sector SPDR ETF
XLC
$26.1B
$451K 0.11%
3,813
XLI icon
56
State Street Industrial Select Sector SPDR ETF
XLI
$24B
$436K 0.11%
2,826
VV icon
57
Vanguard Large-Cap ETF
VV
$47.4B
$431K 0.1%
1,400
XLV icon
58
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$425K 0.1%
3,057
KO icon
59
Coca-Cola
KO
$306B
$412K 0.1%
6,212
SPTM icon
60
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$411K 0.1%
+5,091
XLY icon
61
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.3B
$409K 0.1%
1,708
MMM icon
62
3M
MMM
$90.4B
$409K 0.1%
2,633
DELL icon
63
Dell
DELL
$91.6B
$407K 0.1%
2,868
+18
FNDX icon
64
Schwab Fundamental US Large Company Index ETF
FNDX
$21.7B
$363K 0.09%
13,790
LIN icon
65
Linde
LIN
$190B
$336K 0.08%
707
GILD icon
66
Gilead Sciences
GILD
$155B
$314K 0.08%
2,827
-269
DLN icon
67
WisdomTree US LargeCap Dividend Fund
DLN
$5.53B
$313K 0.08%
3,600
GEV icon
68
GE Vernova
GEV
$163B
$308K 0.07%
501
QCOM icon
69
Qualcomm
QCOM
$181B
$283K 0.07%
1,700
SCHX icon
70
Schwab US Large- Cap ETF
SCHX
$62.9B
$278K 0.07%
10,542
VT icon
71
Vanguard Total World Stock ETF
VT
$57.2B
$276K 0.07%
2,000
MGK icon
72
Vanguard Mega Cap Growth ETF
MGK
$32.6B
$264K 0.06%
657
WMT icon
73
Walmart
WMT
$887B
$255K 0.06%
2,474
+75
IBDQ icon
74
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$252K 0.06%
9,988
CRWD icon
75
CrowdStrike
CRWD
$129B
$243K 0.06%
495
1 2
3
4