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
$159M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.08M
3
+$564K
4
MBB icon
iShares MBS ETF
MBB
+$406K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$216K

Top Sells

1
+$2.26M
2
+$1.18M
3
+$876K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$292K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Healthcare 23.03%
2 Technology 2.8%
3 Consumer Discretionary 2.77%
4 Industrials 1.39%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17K 0.01%
87
102
$17K 0.01%
106
103
$16K 0.01%
655
104
$16K 0.01%
28
105
$16K 0.01%
86
106
$15K 0.01%
250
107
$15K 0.01%
200
108
$14K 0.01%
64
+6
109
$14K 0.01%
68
110
$14K 0.01%
300
111
$13K 0.01%
504
112
$12K 0.01%
250
113
$12K 0.01%
150
114
$12K 0.01%
150
115
$12K 0.01%
75
116
$11K 0.01%
78
117
$11K 0.01%
107
118
$10K 0.01%
346
119
$7K ﹤0.01%
100
120
$6K ﹤0.01%
60
121
$6K ﹤0.01%
772
+74
122
$6K ﹤0.01%
65
+13
123
$5K ﹤0.01%
59
124
$4K ﹤0.01%
360
125
$4K ﹤0.01%
100
2 3 4
5
6