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
$193M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$7.43M
3
+$5.27M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$875K

Top Sells

1
+$22.8M
2
+$1.6M
3
+$307K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$284K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$212K

Sector Composition

1 Healthcare 25.88%
2 Consumer Discretionary 3.76%
3 Technology 2.63%
4 Industrials 1.25%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
+39
127
$6K ﹤0.01%
+17
128
$6K ﹤0.01%
+48
129
$6K ﹤0.01%
360
130
$6K ﹤0.01%
+24
131
$6K ﹤0.01%
+58
132
$6K ﹤0.01%
+325
133
$5K ﹤0.01%
1,099
134
$5K ﹤0.01%
+36
135
$5K ﹤0.01%
+3
136
$5K ﹤0.01%
100
137
$5K ﹤0.01%
+44
138
$5K ﹤0.01%
+29
139
$5K ﹤0.01%
+31
140
$4K ﹤0.01%
+8
141
$4K ﹤0.01%
+40
142
$4K ﹤0.01%
+77
143
$4K ﹤0.01%
+44
144
$4K ﹤0.01%
+41
145
$3K ﹤0.01%
+13
146
$3K ﹤0.01%
+16
147
$3K ﹤0.01%
+26
148
$3K ﹤0.01%
+32
149
$3K ﹤0.01%
+15
150
$3K ﹤0.01%
+16
4 5
6
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