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
$256M
AUM Growth
-$4.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.81M
3
+$258K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$206K
5
VZ icon
Verizon
VZ
+$110K

Top Sells

1
+$5.02M
2
+$2.76M
3
+$208K
4
MCD icon
McDonald's
MCD
+$207K
5
AMZN icon
Amazon
AMZN
+$129K

Sector Composition

1 Healthcare 16.75%
2 Communication Services 3.6%
3 Technology 3.12%
4 Consumer Discretionary 2.58%
5 Utilities 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$344K 0.13%
2,826
52
$339K 0.13%
1,700
53
$327K 0.13%
3,813
54
$316K 0.12%
2,235
55
$312K 0.12%
1,708
56
$310K 0.12%
707
57
$290K 0.11%
1,827
-462
58
$262K 0.1%
3,600
59
$258K 0.1%
+5,051
60
$255K 0.1%
2,500
-490
61
$225K 0.09%
2,000
62
$206K 0.08%
+657
63
– –
-2,969
64
– –
-735
1 2
3