SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+6.63%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$275M
AUM Growth
+$275M
(+7.6%)
Cap. Flow
+$2.88M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
69.99%
Holding
71
New
9
Increased
15
Reduced
14
Closed
–
Top Buys
| 1 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$5.02M |
| 2 |
Eli Lilly
LLY
|
$694K |
| 3 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$635K |
| 4 |
American Healthcare REIT
AHR
|
$400K |
| 5 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$293K |
Top Sells
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$5.59M |
| 2 |
Schwab International Small-Cap Equity ETF
SCHC
|
$654K |
| 3 |
NVIDIA
NVDA
|
$180K |
| 4 |
Cigna
CI
|
$131K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$100K |
Sector Composition
| 1 | Healthcare | 16.74% |
| 2 | Communication Services | 3.38% |
| 3 | Technology | 2.97% |
| 4 | Consumer Discretionary | 2.56% |
| 5 | Utilities | 1.47% |
