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
$142M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.84M
3
+$4.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M

Top Sells

1
+$4.09M
2
+$3.33M
3
+$2.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.96M
5
CI icon
Cigna
CI
+$1.77M

Sector Composition

1 Healthcare 26.88%
2 Technology 2.52%
3 Consumer Staples 1.51%
4 Industrials 1.11%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$166K 0.12%
1,100
52
$166K 0.12%
1,400
53
$163K 0.11%
5,258
+1
54
$146K 0.1%
3,600
55
$133K 0.09%
3,494
-250
56
$129K 0.09%
1,799
-7,819
57
$129K 0.09%
+1,966
58
$126K 0.09%
2,000
-820
59
$124K 0.09%
1,700
60
$122K 0.09%
735
61
$119K 0.08%
2,996
62
$116K 0.08%
5,288
-993
63
$111K 0.08%
640
64
$102K 0.07%
+3,282
65
$95K 0.07%
+3,264
66
$83K 0.06%
+1,502
67
$81K 0.06%
+1,799
68
$72K 0.05%
1,419
-15
69
$58K 0.04%
600
70
$58K 0.04%
1,500
71
$54K 0.04%
3,800
72
$52K 0.04%
1,038
-301
73
$50K 0.04%
475
74
$48K 0.03%
890
75
$39K 0.03%
407
1 2
3
4 5