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
$231M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$1.97M
3
+$1.42M
4
ADP icon
Automatic Data Processing
ADP
+$892K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$737K

Top Sells

1
+$4.84M
2
+$1.76M
3
+$707K
4
MBB icon
iShares MBS ETF
MBB
+$362K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$335K

Sector Composition

1 Healthcare 22.48%
2 Consumer Discretionary 4.24%
3 Technology 2.63%
4 Financials 1.68%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$385K 0.17%
1,579
-134
52
$381K 0.16%
2,465
+2,276
53
$370K 0.16%
+1,906
54
$356K 0.15%
6,572
+1,000
55
$352K 0.15%
+3,146
56
$345K 0.15%
+944
57
$343K 0.15%
1,923
58
$340K 0.15%
+1,248
59
$319K 0.14%
+1,712
60
$312K 0.14%
12,000
61
$292K 0.13%
+1,520
62
$292K 0.13%
2,854
63
$291K 0.13%
+2,347
64
$290K 0.13%
5,167
+1,139
65
$288K 0.12%
+905
66
$286K 0.12%
2,889
+1,189
67
$281K 0.12%
1,400
68
$276K 0.12%
673
+614
69
$252K 0.11%
+1,444
70
$243K 0.11%
1,564
+1,207
71
$226K 0.1%
+2,145
72
$217K 0.09%
3,600
73
$212K 0.09%
+1,927
74
$207K 0.09%
+1,929
75
$207K 0.09%
2,000
1 2
3
4 5