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
$159M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.08M
3
+$564K
4
MBB icon
iShares MBS ETF
MBB
+$406K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$216K

Top Sells

1
+$2.26M
2
+$1.18M
3
+$876K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$292K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Healthcare 23.03%
2 Technology 2.8%
3 Consumer Discretionary 2.77%
4 Industrials 1.39%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$169K 0.11%
1,966
52
$168K 0.11%
2,664
53
$161K 0.1%
735
54
$161K 0.1%
2,000
55
$152K 0.1%
640
56
$127K 0.08%
1,700
57
$126K 0.08%
1,984
+119
58
$123K 0.08%
3,501
+130
59
$121K 0.08%
1,500
60
$120K 0.08%
3,494
61
$118K 0.07%
3,296
-661
62
$114K 0.07%
5,288
63
$111K 0.07%
4,287
64
$107K 0.07%
1,800
65
$101K 0.06%
1,693
+132
66
$97K 0.06%
3,249
+66
67
$91K 0.06%
2,936
68
$80K 0.05%
1,093
+450
69
$75K 0.05%
3,800
70
$73K 0.05%
1,419
71
$64K 0.04%
305
-105
72
$60K 0.04%
1,038
73
$58K 0.04%
1,500
74
$51K 0.03%
407
75
$51K 0.03%
475
1 2
3
4 5