SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
1-Year Return
18.77%
This Quarter Return
+8.02%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$219M
AUM Growth
+$14.8M
(+7.3%)
Cap. Flow
-$139K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
76.13%
Holding
82
New
7
Increased
11
Reduced
21
Closed
18
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$2.66M |
| 2 |
Bank of America Series L
BAC.PRL
|
$2.04M |
| 3 |
Microsoft
MSFT
|
$1.82M |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
$875K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$703K |
Top Sells
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.64M |
| 2 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
$817K |
| 3 |
Accenture
ACN
|
$784K |
| 4 |
UnitedHealth
UNH
|
$454K |
| 5 |
iShares MBS ETF
MBB
|
$454K |
Sector Composition
| 1 | Healthcare | 22.62% |
| 2 | Consumer Discretionary | 4.13% |
| 3 | Technology | 3.07% |
| 4 | Utilities | 1.47% |
| 5 | Financials | 1.47% |
