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
$193M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$7.43M
3
+$5.27M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$875K

Top Sells

1
+$22.8M
2
+$1.6M
3
+$307K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$284K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$212K

Sector Composition

1 Healthcare 25.88%
2 Consumer Discretionary 3.76%
3 Technology 2.63%
4 Industrials 1.25%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.03%
482
+65
77
$52K 0.03%
3,240
+1,240
78
$51K 0.03%
1,452
79
$51K 0.03%
475
80
$50K 0.03%
390
+33
81
$47K 0.02%
1,297
82
$47K 0.02%
808
-230
83
$37K 0.02%
247
84
$36K 0.02%
1,026
85
$36K 0.02%
718
86
$33K 0.02%
302
+35
87
$33K 0.02%
725
88
$32K 0.02%
861
89
$32K 0.02%
525
90
$29K 0.02%
125
91
$29K 0.02%
218
+18
92
$27K 0.01%
737
93
$25K 0.01%
150
94
$24K 0.01%
33
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95
$24K 0.01%
200
96
$23K 0.01%
512
+62
97
$23K 0.01%
71
+12
98
$22K 0.01%
59
99
$20K 0.01%
655
100
$20K 0.01%
252
+42
2 3
4
5 6