SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
1-Year Return
18.77%
This Quarter Return
+2.98%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$231M
AUM Growth
+$18.8M
(+8.8%)
Cap. Flow
+$14M
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
76.45%
Holding
149
New
18
Increased
27
Reduced
10
Closed
71
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$9.43M |
| 2 |
FS KKR Capital
FSK
|
$1.97M |
| 3 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$1.42M |
| 4 |
Automatic Data Processing
ADP
|
$892K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$737K |
Top Sells
| 1 |
Cigna
CI
|
$4.84M |
| 2 |
FSKR
FS KKR Capital Corp. II
FSKR
|
$1.76M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$707K |
| 4 |
iShares MBS ETF
MBB
|
$362K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$335K |
Sector Composition
| 1 | Healthcare | 22.48% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Technology | 2.63% |
| 4 | Financials | 1.68% |
| 5 | Communication Services | 1.39% |
