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
$142M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.84M
3
+$4.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M

Top Sells

1
+$4.09M
2
+$3.33M
3
+$2.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.96M
5
CI icon
Cigna
CI
+$1.77M

Sector Composition

1 Healthcare 26.88%
2 Technology 2.52%
3 Consumer Staples 1.51%
4 Industrials 1.11%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$15K 0.01%
106
102
$14K 0.01%
655
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$14K 0.01%
250
-215
104
$14K 0.01%
59
105
$14K 0.01%
87
106
$13K 0.01%
906
107
$12K 0.01%
28
108
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150
109
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200
110
$12K 0.01%
200
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$11K 0.01%
78
112
$11K 0.01%
150
113
$11K 0.01%
68
114
$11K 0.01%
300
115
$11K 0.01%
86
116
$10K 0.01%
250
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$10K 0.01%
504
118
$10K 0.01%
75
119
$10K 0.01%
737
120
$10K 0.01%
37
121
$9K 0.01%
107
122
$9K 0.01%
346
123
$7K ﹤0.01%
100
-107
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$4K ﹤0.01%
360
125
$4K ﹤0.01%
138
3 4
5
6 7