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
$281M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.77M
3
+$1.73M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.37M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.37M

Top Sells

1
+$1.78M
2
+$1.18M
3
+$964K
4
CRM icon
Salesforce
CRM
+$859K
5
SCHC icon
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
$222K 0.08%
+3,709
77
$213K 0.08%
+869
78
$204K 0.07%
2,579
+2
79
$203K 0.07%
1,665
80
$203K 0.07%
657
81
$200K 0.07%
+1,196
82
– –
-4,005
83
– –
-14,895
1 2 3
4