SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
1-Year Est. Return
18.77%
1 Year Est. Return
+18.77%
AUM
$281M
AUM Growth
+$12M
(+4.4%)
Holding
83
Top Buys
| 1 | +$2.65M | |
| 2 | +$1.77M | |
| 3 | +$1.73M | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.37M |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$1.37M |
Top Sells
| 1 | +$1.78M | |
| 2 | +$1.18M | |
| 3 | +$964K | |
| 4 |
Salesforce
CRM
|
+$859K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$748K |
Sector Composition
| 1 | Healthcare | 15.35% |
| 2 | Technology | 2.76% |
| 3 | Communication Services | 2.74% |
| 4 | Consumer Discretionary | 2.13% |
| 5 | Utilities | 1.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Williams Companies
WMB
$76.3B
| $222K | 0.08% |
+3,709
|
|
||
77
JPMorgan Chase
JPM
$810B
| $213K | 0.08% |
+869
|
|
||
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
| $204K | 0.07% |
2,579
+2
|
|
||
79
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
| $203K | 0.07% |
1,665
|
|
||
80
Vanguard Mega Cap Growth ETF
MGK
$30.8B
| $203K | 0.07% |
657
|
|
||
81
Chevron
CVX
$308B
| $200K | 0.07% |
+1,196
|
|
||
82
Axsome Therapeutics
AXSM
$6.38B
| – | – |
-4,005
|
|
||
83
iShares Global Clean Energy ETF
ICLN
$1.79B
| – | – |
-14,895
|
|