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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$16.9M
3
+$11.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.1M
5
MBB icon
iShares MBS ETF
MBB
+$8.81M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 31.43%
2 Technology 2.39%
3 Industrials 1.52%
4 Real Estate 1.41%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23K 0.02%
+877
127
$23K 0.02%
+200
128
$22K 0.01%
+450
129
$22K 0.01%
+761
130
$20K 0.01%
+150
131
$19K 0.01%
+327
132
$18K 0.01%
+210
133
$17K 0.01%
+666
134
$17K 0.01%
+59
135
$17K 0.01%
+242
136
$17K 0.01%
+106
137
$16K 0.01%
+296
138
$16K 0.01%
+161
139
$16K 0.01%
+170
140
$16K 0.01%
+59
141
$16K 0.01%
+87
142
$15K 0.01%
+264
143
$15K 0.01%
+537
144
$15K 0.01%
+360
145
$14K 0.01%
+28
146
$14K 0.01%
+150
147
$14K 0.01%
+68
148
$13K 0.01%
+78
149
$13K 0.01%
+107
150
$13K 0.01%
+500
4 5
6
7 8