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
$193M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$7.43M
3
+$5.27M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$875K

Top Sells

1
+$22.8M
2
+$1.6M
3
+$307K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$284K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$212K

Sector Composition

1 Healthcare 25.88%
2 Consumer Discretionary 3.76%
3 Technology 2.63%
4 Industrials 1.25%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
85
+16
102
$19K 0.01%
87
103
$18K 0.01%
200
104
$18K 0.01%
106
105
$17K 0.01%
95
+17
106
$17K 0.01%
72
+8
107
$17K 0.01%
79
+4
108
$17K 0.01%
68
109
$16K 0.01%
250
110
$15K 0.01%
504
111
$15K 0.01%
87
+1
112
$14K 0.01%
300
113
$13K 0.01%
107
114
$12K 0.01%
250
115
$12K 0.01%
346
116
$11K 0.01%
150
117
$11K 0.01%
150
118
$10K 0.01%
380
+242
119
$9K ﹤0.01%
108
+8
120
$8K ﹤0.01%
64
+4
121
$8K ﹤0.01%
820
+48
122
$8K ﹤0.01%
86
+21
123
$8K ﹤0.01%
145
-413,698
124
$6K ﹤0.01%
+24
125
$6K ﹤0.01%
+17
3 4
5
6 7