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
$219M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.04M
3
+$1.76M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$950K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$726K

Top Sells

1
+$1.64M
2
+$910K
3
+$689K
4
AMZN icon
Amazon
AMZN
+$462K
5
MBB icon
iShares MBS ETF
MBB
+$455K

Sector Composition

1 Healthcare 22.62%
2 Consumer Discretionary 4.13%
3 Technology 3.07%
4 Utilities 1.47%
5 Financials 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,906
77
– –
-944
78
– –
-2,347
79
– –
-2,465
80
– –
-1,929
81
– –
-2,889
82
– –
-3,146
1 2 3
4