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

Top Buys

1
+$2.66M
2
+$2.04M
3
+$1.82M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$875K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$703K

Top Sells

1
+$1.64M
2
+$817K
3
+$784K
4
UNH icon
UnitedHealth
UNH
+$454K
5
MBB icon
iShares MBS ETF
MBB
+$454K

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
– –
-1,444
77
– –
-905
78
– –
-2,465
79
– –
-1,929
80
– –
-2,889
81
– –
-3,146
82
– –
-1,248
1 2 3
4