SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
1-Year Est. Return
18.77%
1 Year Est. Return
+18.77%
AUM
$404M
AUM Growth
+$123M
(+44%)
Holding
87
Top Buys
| 1 | +$92.7M | |
| 2 | +$5.02M | |
| 3 | +$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 | +$1.02M | |
| 2 | +$371K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Mega Cap Growth ETF
MGK
$30.8B
| $241K | 0.06% |
657
|
|
||
77
Walmart
WMT
$859B
| $235K | 0.06% |
2,399
-612
|
|
||
78
Southern Company
SO
$108B
| $227K | 0.06% |
2,474
|
|
||
79
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
| $225K | 0.06% |
1,665
|
|
||
80
McDonald's
MCD
$220B
| $215K | 0.05% |
735
|
|
||
81
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $205K | 0.05% |
2,581
+2
|
|
||
82
Williams Companies
WMB
$76.3B
| $205K | 0.05% |
3,262
-447
|
|
||
|
SILA
83
Sila Realty Trust
SILA
$1.32B
| $203K | 0.05% |
8,586
|
|
||
84
VictoryShares US 500 Volatility Wtd ETF
CFA
$529M
| $200K | 0.05% |
+2,277
|
|
||
|
85
Chevron
CVX
$308B
| – | – |
-1,196
|
|
||
86
IBM
IBM
$262B
| – | – |
-1,491
|
|
||
|
87
JPMorgan Chase
JPM
$810B
| – | – |
-869
|
|