SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $404M
1-Year Est. Return 18.77%
This Quarter Est. Return
1 Year Est. Return
+18.77%
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 +$3.89M
2 +$1.3M
3 +$1.23M
4
TSLA icon
Tesla
TSLA
+$364K
5
AXSM icon
Axsome Therapeutics
AXSM
+$339K

Top Sells

1 +$998K
2 +$694K
3 +$462K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$425K
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