SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+12.47%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$404M
AUM Growth
+$404M
(+44%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
27.04%
Top 10 Holdings %
Top 10 Hldgs %
75.09%
Holding
87
New
6
Increased
19
Reduced
26
Closed
3
Top Buys
| 1 |
Nu Holdings
NU
|
$92.7M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$5.02M |
| 3 |
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
|
$1.89M |
| 4 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
$1.84M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$1.27M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.02M |
| 2 |
IBM
IBM
|
$371K |
| 3 |
Cigna
CI
|
$318K |
| 4 |
JPMorgan Chase
JPM
|
$213K |
| 5 |
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% |
