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
$269M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$1.31M
3
+$1.24M
4
AXSM icon
Axsome Therapeutics
AXSM
+$368K
5
XOM icon
Exxon Mobil
XOM
+$321K

Top Sells

1
+$1.05M
2
+$694K
3
+$475K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$473K
5
AMN icon
AMN Healthcare
AMN
+$280K

Sector Composition

1 Healthcare 13.63%
2 Communication Services 3.71%
3 Technology 3.44%
4 Consumer Discretionary 3.22%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.07%
+2,577
77
$170K 0.06%
14,895
-37,367
78
– –
-6,605
79
– –
-2,969
80
– –
-783
1 2 3
4