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
$212M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$7.55M
2 +$4.65M
3 +$948K
4
T icon
AT&T
T
+$750K
5
FSKR
FS KKR Capital Corp. II
FSKR
+$487K

Top Sells

1 +$2.47M
2 +$2.08M
3 +$1.26M
4
CI icon
Cigna
CI
+$1.26M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$847K

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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1,038
77
$59K 0.03%
1,452
78
$59K 0.03%
243
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84
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417
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247
88
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90
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450
-62