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
$204M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$1.25M
3
+$614K
4
CNRG icon
State Street SPDR S&P Kensho Clean Power ETF
CNRG
+$526K
5
DUK icon
Duke Energy
DUK
+$242K

Top Sells

1
+$10.5M
2
+$10.2M
3
+$1.03M
4
SHOP icon
Shopify
SHOP
+$603K
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$600K

Sector Composition

1 Healthcare 21.83%
2 Consumer Discretionary 5.12%
3 Technology 2.88%
4 Financials 1.98%
5 Consumer Staples 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,145
77
– –
-2,936
78
– –
-4,130
79
– –
-47,460
80
– –
-1,927
81
– –
-4,431
1 2 3
4