SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
1-Year Return
18.77%
This Quarter Return
-13.85%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$142M
AUM Growth
-$5.41M
(-3.7%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
8.38%
Top 10 Holdings %
Top 10 Hldgs %
80.72%
Holding
215
New
18
Increased
15
Reduced
23
Closed
72
Top Buys
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.09M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.33M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$2.32M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$1.96M |
| 5 |
Cigna
CI
|
$1.77M |
Sector Composition
| 1 | Healthcare | 26.88% |
| 2 | Technology | 2.52% |
| 3 | Consumer Staples | 1.51% |
| 4 | Industrials | 1.11% |
| 5 | Consumer Discretionary | 0.94% |
