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
$207M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 28.16%
2 Communication Services 2.42%
3 Consumer Discretionary 1.71%
4 Technology 1.68%
5 Utilities 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$244K 0.12%
1,400
52
$229K 0.11%
2,664
-778
53
$223K 0.11%
+3,600
54
$214K 0.1%
+2,415
55
$209K 0.1%
+640
56
$206K 0.1%
+4,292
57
$205K 0.1%
+856
58
-2,431
59
-5,686
60
-135,135
61
-3,914
62
-903
63
-3,709