SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+2.72%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+1.4%)
Cap. Flow
+$2.31M
Cap. Flow
% of AUM
1.45%
Top 10 Holdings %
Top 10 Hldgs %
79.11%
Holding
140
New
3
Increased
26
Reduced
16
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$2.75M |
| 2 |
Amazon
AMZN
|
$2.05M |
| 3 |
Duke Energy
DUK
|
$1.08M |
| 4 |
O'Reilly Automotive
ORLY
|
$564K |
| 5 |
iShares MBS ETF
MBB
|
$406K |
Top Sells
Sector Composition
| 1 | Healthcare | 23.03% |
| 2 | Technology | 2.8% |
| 3 | Consumer Discretionary | 2.77% |
| 4 | Industrials | 1.39% |
| 5 | Consumer Staples | 0.97% |
