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
$193M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$7.43M
3
+$5.27M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$875K

Top Sells

1
+$22.8M
2
+$1.6M
3
+$307K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$284K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$212K

Sector Composition

1 Healthcare 25.88%
2 Consumer Discretionary 3.76%
3 Technology 2.63%
4 Industrials 1.25%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$188K 0.1%
3,200
52
$185K 0.1%
2,000
53
$184K 0.1%
4,992
-269
54
$169K 0.09%
640
55
$158K 0.08%
2,936
56
$158K 0.08%
735
57
$155K 0.08%
2,664
58
$142K 0.07%
1,716
+16
59
$132K 0.07%
1,500
60
$131K 0.07%
3,296
61
$130K 0.07%
1,203
+110
62
$124K 0.06%
3,019
-475
63
$118K 0.06%
4,287
64
$116K 0.06%
1,800
65
$115K 0.06%
5,288
66
$106K 0.05%
1,470
-514
67
$89K 0.05%
+1,255
68
$76K 0.04%
3,800
69
$74K 0.04%
407
70
$74K 0.04%
334
+29
71
$74K 0.04%
1,960
-1,289
72
$74K 0.04%
2,036
-1,465
73
$65K 0.03%
1,038
-655
74
$63K 0.03%
1,537
+37
75
$57K 0.03%
243
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3
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