SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $350M
1-Year Est. Return 26.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.23M
2
+$4.54M
3
+$908K
4
T icon
AT&T
T
+$725K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K

Top Sells

1
+$2.53M
2
+$2.19M
3
+$1.25M
4
CI icon
Cigna
CI
+$1.16M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$851K

Sector Composition

1 Healthcare 26.69%
2 Consumer Discretionary 3.32%
3 Technology 1.41%
4 Industrials 1.25%
5 Communication Services 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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2,076
77
$59K 0.03%
1,452
78
$59K 0.03%
243
79
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357
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475
81
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83
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718
84
$45K 0.02%
417
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$38K 0.02%
725
87
$38K 0.02%
247
88
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89
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737
90
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525
91
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94
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100
$23K 0.01%
450
-62
2 3
4
5 6