SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $404M
1-Year Est. Return 18.77%
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.08M
3
+$564K
4
MBB icon
iShares MBS ETF
MBB
+$406K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$216K

Top Sells

1
+$2.26M
2
+$1.18M
3
+$876K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$292K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Healthcare 23.03%
2 Technology 2.8%
3 Consumer Discretionary 2.77%
4 Industrials 1.39%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48K 0.03%
243
77
$47K 0.03%
1,297
+536
78
$42K 0.03%
1,452
79
$37K 0.02%
417
80
$37K 0.02%
718
81
$36K 0.02%
+24
82
$34K 0.02%
357
83
$33K 0.02%
247
84
$30K 0.02%
200
85
$29K 0.02%
267
86
$29K 0.02%
2,000
87
$28K 0.02%
525
88
$27K 0.02%
125
89
$27K 0.02%
725
90
$26K 0.02%
+1,026
91
$23K 0.01%
200
92
$22K 0.01%
150
93
$21K 0.01%
59
94
$21K 0.01%
861
95
$21K 0.01%
737
96
$21K 0.01%
59
97
$19K 0.01%
906
98
$18K 0.01%
450
99
$17K 0.01%
69
100
$17K 0.01%
210
2 3
4
5 6