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
$260M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$10.9M
3
+$895K
4
DUK icon
Duke Energy
DUK
+$561K
5
VZ icon
Verizon
VZ
+$354K

Top Sells

1
+$6.21M
2
+$858K
3
+$216K
4
NVDA icon
NVIDIA
NVDA
+$94.9K
5
AMZN icon
Amazon
AMZN
+$94.3K

Sector Composition

1 Healthcare 19.22%
2 Communication Services 3.17%
3 Technology 2.77%
4 Consumer Discretionary 2.57%
5 Utilities 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.13%
707
+67
52
$325K 0.12%
2,850
53
$321K 0.12%
2,289
54
$314K 0.12%
1,708
55
$311K 0.12%
3,813
56
$288K 0.11%
1,700
57
$281K 0.11%
2,235
58
$265K 0.1%
2,990
-72
59
$260K 0.1%
3,600
60
$221K 0.08%
2,000
61
$208K 0.08%
+2,969
62
$207K 0.08%
735
63
– –
-2,664
1 2
3