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
$281M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.77M
3
+$1.73M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.37M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.37M

Top Sells

1
+$1.78M
2
+$1.18M
3
+$964K
4
CRM icon
Salesforce
CRM
+$859K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$748K

Sector Composition

1 Healthcare 15.35%
2 Technology 2.76%
3 Communication Services 2.74%
4 Consumer Discretionary 2.13%
5 Utilities 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
51
Berkshire Hathaway Class B
BRK.B
$1.06T
$447K 0.16%
839
+280
XLV icon
52
Health Care Select Sector SPDR Fund
XLV
$35.3B
$446K 0.16%
3,057
CMI icon
53
Cummins
CMI
$56.7B
$423K 0.15%
1,351
GILD icon
54
Gilead Sciences
GILD
$152B
$377K 0.13%
3,362
+546
IBM icon
55
IBM
IBM
$262B
$371K 0.13%
1,491
+205
XLI icon
56
Industrial Select Sector SPDR Fund
XLI
$23.4B
$370K 0.13%
2,826
XLC icon
57
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
$368K 0.13%
3,813
MMM icon
58
3M
MMM
$81.3B
$367K 0.13%
2,500
VV icon
59
Vanguard Large-Cap ETF
VV
$46B
$360K 0.13%
1,400
XLY icon
60
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$337K 0.12%
1,708
LIN icon
61
Linde
LIN
$211B
$329K 0.12%
707
ORCL icon
62
Oracle
ORCL
$830B
$326K 0.12%
2,335
+100
FNDX icon
63
Schwab Fundamental US Large Company Index ETF
FNDX
$20.7B
$326K 0.12%
+13,790
TSLA icon
64
Tesla
TSLA
$1.46T
$288K 0.1%
1,112
+211
DLN icon
65
WisdomTree US LargeCap Dividend Fund
DLN
$5.38B
$286K 0.1%
3,600
CRM icon
66
Salesforce
CRM
$231B
$267K 0.1%
995
-3,201
WMT icon
67
Walmart
WMT
$859B
$264K 0.09%
3,011
+35
QCOM icon
68
Qualcomm
QCOM
$176B
$261K 0.09%
1,700
DELL icon
69
Dell
DELL
$100B
$260K 0.09%
2,850
IBDQ icon
70
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$251K 0.09%
9,988
VT icon
71
Vanguard Total World Stock ETF
VT
$54.2B
$232K 0.08%
2,000
MCD icon
72
McDonald's
MCD
$220B
$230K 0.08%
735
SILA
73
Sila Realty Trust
SILA
$1.32B
$229K 0.08%
8,586
SO icon
74
Southern Company
SO
$108B
$227K 0.08%
2,474
PM icon
75
Philip Morris
PM
$246B
$227K 0.08%
+1,432
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