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
$275M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$694K
3
+$635K
4
AHR icon
American Healthcare REIT
AHR
+$400K
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$293K

Top Sells

1
+$5.59M
2
+$654K
3
+$180K
4
CI icon
Cigna
CI
+$131K
5
VIG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$400K 0.15%
+15,312
52
$387K 0.14%
7,104
+2,053
53
$383K 0.14%
2,826
54
$381K 0.14%
2,235
55
$369K 0.13%
1,400
56
$345K 0.13%
3,813
57
$345K 0.13%
1,827
58
$342K 0.12%
1,708
59
$342K 0.12%
2,500
60
$338K 0.12%
2,850
61
$337K 0.12%
707
62
$289K 0.11%
1,700
63
$283K 0.1%
3,600
64
$280K 0.1%
+6,605
65
$239K 0.09%
2,000
66
$224K 0.08%
+735
67
$223K 0.08%
+2,664
68
$219K 0.08%
+2,969
69
$217K 0.08%
+8,586
70
$212K 0.08%
657
71
$209K 0.08%
+1,665
1 2
3