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
$212M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$7.55M
2
+$4.65M
3
+$948K
4
T icon
AT&T
T
+$750K
5
FSKR
FS KKR Capital Corp. II
FSKR
+$487K

Top Sells

1
+$2.47M
2
+$2.08M
3
+$1.26M
4
CI icon
Cigna
CI
+$1.26M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$847K

Sector Composition

1 Healthcare 26.69%
2 Consumer Discretionary 3.32%
3 Technology 1.41%
4 Industrials 1.25%
5 Communication Services 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.01%
28
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102
$21K 0.01%
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59
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$19K 0.01%
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+2
105
$19K 0.01%
106
106
$18K 0.01%
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107
$17K 0.01%
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-760
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$17K 0.01%
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$16K 0.01%
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$16K 0.01%
504
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75
-4
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$16K 0.01%
250
113
$15K 0.01%
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-17
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$14K 0.01%
346
117
$14K 0.01%
300
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$12K 0.01%
250
119
$12K 0.01%
87
+1
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$12K 0.01%
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$11K 0.01%
150
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$11K 0.01%
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$11K 0.01%
820
124
$10K ﹤0.01%
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-8
125
$10K ﹤0.01%
360
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5
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