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
$404M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$92.7M
2
+$5.02M
3
+$1.89M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.84M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.27M

Top Sells

1
+$1.02M
2
+$371K
3
+$318K
4
JPM icon
JPMorgan Chase
JPM
+$213K
5
CVX icon
Chevron
CVX
+$200K

Sector Composition

1 Financials 23.4%
2 Healthcare 10.62%
3 Technology 2.34%
4 Communication Services 2.13%
5 Consumer Discretionary 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ET icon
51
Energy Transfer Partners
ET
$59.9B
$500K 0.12%
27,563
ORCL icon
52
Oracle
ORCL
$539B
$489K 0.12%
2,235
-100
CMI icon
53
Cummins
CMI
$79.8B
$442K 0.11%
1,351
KO icon
54
Coca-Cola
KO
$303B
$439K 0.11%
6,212
-30
XLI icon
55
State Street Industrial Select Sector SPDR ETF
XLI
$28.2B
$417K 0.1%
2,826
XLC icon
56
State Street Communication Services Select Sector SPDR ETF
XLC
$26.7B
$414K 0.1%
3,813
XLV icon
57
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
$412K 0.1%
3,057
MMM icon
58
3M
MMM
$90.3B
$401K 0.1%
2,633
+133
VV icon
59
Vanguard Large-Cap ETF
VV
$48B
$399K 0.1%
1,400
XLY icon
60
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.5B
$371K 0.09%
3,416
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.06T
$367K 0.09%
755
-84
DELL icon
62
Dell
DELL
$79.8B
$349K 0.09%
2,850
TSLA icon
63
Tesla
TSLA
$1.48T
$347K 0.09%
1,093
-19
GILD icon
64
Gilead Sciences
GILD
$152B
$343K 0.09%
3,096
-266
FNDX icon
65
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
$338K 0.08%
13,790
LIN icon
66
Linde
LIN
$205B
$332K 0.08%
707
DLN icon
67
WisdomTree US LargeCap Dividend Fund
DLN
$5.72B
$296K 0.07%
3,600
QCOM icon
68
Qualcomm
QCOM
$172B
$271K 0.07%
1,700
GEV icon
69
GE Vernova
GEV
$186B
$265K 0.07%
+501
PM icon
70
Philip Morris
PM
$266B
$261K 0.06%
1,432
SCHX icon
71
Schwab US Large- Cap ETF
SCHX
$64.6B
$258K 0.06%
+10,542
VT icon
72
Vanguard Total World Stock ETF
VT
$61.7B
$257K 0.06%
2,000
CRWD icon
73
CrowdStrike
CRWD
$114B
$252K 0.06%
+495
IBDQ
74
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$251K 0.06%
9,988
CRM icon
75
Salesforce
CRM
$213B
$244K 0.06%
894
-101
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