SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $404M
1-Year Est. Return 18.77%
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$2.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.08M
3
+$564K
4
MBB icon
iShares MBS ETF
MBB
+$406K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$216K

Top Sells

1
+$2.26M
2
+$1.18M
3
+$876K
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$292K
5
AAPL icon
Apple
AAPL
+$259K

Sector Composition

1 Healthcare 23.03%
2 Technology 2.8%
3 Consumer Discretionary 2.77%
4 Industrials 1.39%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
138
127
$3K ﹤0.01%
1,099
128
$2K ﹤0.01%
135
129
$1K ﹤0.01%
230
130
$1K ﹤0.01%
63
131
$1K ﹤0.01%
63
132
$1K ﹤0.01%
10
133
$1K ﹤0.01%
36
134
$1K ﹤0.01%
28
135
– –
-550
136
$0 ﹤0.01%
5
137
– –
-200
138
$0 ﹤0.01%
2
139
– –
-1,064
140
$0 ﹤0.01%
6
2 3 4 5
6