SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+10.69%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+11%)
Cap. Flow
+$306K
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
81.47%
Holding
146
New
3
Increased
21
Reduced
15
Closed
9
Top Buys
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$1.05M |
| 2 |
Healthcare Realty
HR
|
$764K |
| 3 |
Dollar General
DG
|
$731K |
| 4 |
Microsoft
MSFT
|
$597K |
| 5 |
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
|
$449K |
Sector Composition
| 1 | Healthcare | 25.75% |
| 2 | Technology | 2.46% |
| 3 | Industrials | 1.19% |
| 4 | Consumer Discretionary | 0.99% |
| 5 | Consumer Staples | 0.97% |
