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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$16.9M
3
+$11.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.1M
5
MBB icon
iShares MBS ETF
MBB
+$8.81M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 31.43%
2 Technology 2.39%
3 Industrials 1.52%
4 Real Estate 1.41%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$196K 0.13%
+3,014
52
$195K 0.13%
+5,257
53
$194K 0.13%
+1,100
54
$191K 0.13%
+3,600
55
$188K 0.13%
+3,788
56
$185K 0.13%
+6,281
57
$171K 0.12%
+3,200
58
$167K 0.11%
+2,996
59
$150K 0.1%
+3,968
60
$149K 0.1%
+1,823
61
$145K 0.1%
+2,480
62
$145K 0.1%
+735
63
$145K 0.1%
+1,700
64
$144K 0.1%
+599
65
$140K 0.1%
+8,397
66
$136K 0.09%
+640
67
$119K 0.08%
+4,261
68
$118K 0.08%
+3,692
69
$110K 0.07%
+2,068
70
$104K 0.07%
+3,009
71
$97K 0.07%
+890
72
$97K 0.07%
+6,046
73
$92K 0.06%
+1,291
74
$90K 0.06%
+3,800
75
$90K 0.06%
+1,507
1 2
3
4 5