SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $413M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
51
$447K 0.16%
839
+280
52
$446K 0.16%
3,057
53
$423K 0.15%
1,351
54
$377K 0.13%
3,362
+546
55
$371K 0.13%
1,491
+205
56
$370K 0.13%
2,826
57
$368K 0.13%
3,813
58
$367K 0.13%
2,500
59
$360K 0.13%
1,400
60
$337K 0.12%
3,416
61
$329K 0.12%
707
62
$326K 0.12%
2,335
+100
63
$326K 0.12%
+13,790
64
$288K 0.1%
1,112
+211
65
$286K 0.1%
3,600
66
$267K 0.1%
995
-3,201
67
$264K 0.09%
3,011
+35
68
$261K 0.09%
1,700
69
$260K 0.09%
2,850
70
$251K 0.09%
9,988
71
$232K 0.08%
2,000
72
$230K 0.08%
735
73
$229K 0.08%
8,586
74
$227K 0.08%
2,474
75
$227K 0.08%
+1,432
1 2
3
4