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
$269M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.3M
3
+$1.23M
4
TSLA icon
Tesla
TSLA
+$364K
5
AXSM icon
Axsome Therapeutics
AXSM
+$339K

Top Sells

1
+$998K
2
+$694K
3
+$462K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$425K
5
AMN icon
AMN Healthcare
AMN
+$280K

Sector Composition

1 Healthcare 13.63%
2 Communication Services 3.71%
3 Technology 3.44%
4 Consumer Discretionary 3.22%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$383K 0.14%
1,708
52
$378K 0.14%
1,400
53
$375K 0.14%
6,019
+72
54
$372K 0.14%
2,235
55
$372K 0.14%
2,826
56
$369K 0.14%
3,813
57
$364K 0.14%
+901
58
$339K 0.13%
+4,005
59
$328K 0.12%
2,850
60
$323K 0.12%
2,500
61
$305K 0.11%
1,827
62
$296K 0.11%
707
63
$283K 0.11%
+1,286
64
$280K 0.1%
3,600
65
$269K 0.1%
+2,976
66
$261K 0.1%
1,700
67
$260K 0.1%
2,816
+152
68
$253K 0.09%
+559
69
$250K 0.09%
+9,988
70
$235K 0.09%
2,000
71
$226K 0.08%
657
72
$214K 0.08%
1,665
73
$213K 0.08%
735
74
$209K 0.08%
8,586
75
$204K 0.08%
+2,474
1 2
3
4