SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$413M
1-Year Est. Return
19.35%
1 Year Est. Return
+19.35%
AUM
$413M
AUM Growth
+$9.51M
(+2.4%)
Holding
87
Top Buys
| 1 | +$22.4M | |
| 2 | +$3.94M | |
| 3 | +$2.81M | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.49M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$1.47M |
Top Sells
| 1 | +$33.6M | |
| 2 | +$19.6M | |
| 3 | +$871K | |
| 4 |
American Healthcare REIT
AHR
|
+$671K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$333K |
Sector Composition
| 1 | Financials | 18.52% |
| 2 | Healthcare | 9.16% |
| 3 | Technology | 2.64% |
| 4 | Communication Services | 2.61% |
| 5 | Consumer Discretionary | 1.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P Total US Stock Market ETF
ITOT
$80.3B
| $242K | 0.06% |
1,665
|
|
||
77
Philip Morris
PM
$242B
| $232K | 0.06% |
1,432
|
|
||
78
McDonald's
MCD
$215B
| $223K | 0.05% |
735
|
|
||
|
SILA
79
Sila Realty Trust
SILA
$1.29B
| $216K | 0.05% |
8,586
|
|
||
80
Salesforce
CRM
$223B
| $212K | 0.05% |
894
|
|
||
81
Palantir
PLTR
$415B
| $210K | 0.05% |
+1,151
|
|
||
82
VictoryShares US 500 Volatility Wtd ETF
CFA
$521M
| $207K | 0.05% |
2,277
|
|
||
83
Williams Companies
WMB
$74.9B
| $207K | 0.05% |
3,262
|
|
||
84
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.49B
| – | – |
-808,173
|
|
||
85
Southern Company
SO
$97.7B
| – | – |
-2,474
|
|
||
86
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
| – | – |
-2,581
|
|
||
|
87
American Healthcare REIT
AHR
$9.4B
| – | – |
-18,274
|
|