SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
-3.67%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-7.8%)
Cap. Flow
-$5.59M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
77.38%
Holding
69
New
5
Increased
26
Reduced
16
Closed
12
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$6.25M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$3.67M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.64M |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$1.19M |
| 5 |
Dimensional International Value ETF
DFIV
|
$1.16M |
Top Sells
| 1 |
Cigna
CI
|
$7.06M |
| 2 |
iShares MBS ETF
MBB
|
$5.91M |
| 3 |
Microsoft
MSFT
|
$1.33M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.24M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$895K |
Sector Composition
| 1 | Healthcare | 26.69% |
| 2 | Consumer Discretionary | 2.41% |
| 3 | Technology | 1.97% |
| 4 | Financials | 1.69% |
| 5 | Communication Services | 1.51% |
