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
$231M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$1.97M
3
+$1.42M
4
ADP icon
Automatic Data Processing
ADP
+$892K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$737K

Top Sells

1
+$4.84M
2
+$1.76M
3
+$707K
4
MBB icon
iShares MBS ETF
MBB
+$362K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$335K

Sector Composition

1 Healthcare 22.48%
2 Consumer Discretionary 4.24%
3 Technology 2.63%
4 Financials 1.68%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.09%
+612
77
$204K 0.09%
2,911
78
$197K 0.09%
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