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
$142M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.84M
3
+$4.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M

Top Sells

1
+$4.09M
2
+$3.33M
3
+$2.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.96M
5
CI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
1,099
127
$3K ﹤0.01%
60
128
$3K ﹤0.01%
100
129
$3K ﹤0.01%
58
+46
130
$3K ﹤0.01%
+59
131
$3K ﹤0.01%
49
+37
132
$2K ﹤0.01%
230
133
$2K ﹤0.01%
135
134
$2K ﹤0.01%
47
135
$1K ﹤0.01%
63
136
$1K ﹤0.01%
63
137
$1K ﹤0.01%
36
138
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139
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140
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141
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142
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-35,097
144
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145
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150
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4 5
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7 8