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
$142M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.84M
3
+$4.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M

Top Sells

1
+$4.09M
2
+$3.33M
3
+$2.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.96M
5
CI icon
Cigna
CI
+$1.77M

Sector Composition

1 Healthcare 26.88%
2 Technology 2.52%
3 Consumer Staples 1.51%
4 Industrials 1.11%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39K 0.03%
718
77
$35K 0.02%
1,452
-507
78
$34K 0.02%
416
79
$32K 0.02%
417
80
$32K 0.02%
357
81
$28K 0.02%
525
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82
$26K 0.02%
200
83
$24K 0.02%
643
84
$24K 0.02%
550
85
$24K 0.02%
247
86
$23K 0.02%
125
87
$23K 0.02%
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88
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243
89
$22K 0.02%
1,064
90
$21K 0.01%
267
91
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92
$21K 0.01%
150
93
$20K 0.01%
4,074
94
$20K 0.01%
2,000
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95
$19K 0.01%
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96
$18K 0.01%
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98
$16K 0.01%
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99
$15K 0.01%
69
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100
$15K 0.01%
210
2 3
4
5 6