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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$16.9M
3
+$11.8M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.1M
5
MBB icon
iShares MBS ETF
MBB
+$8.81M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 31.43%
2 Technology 2.39%
3 Industrials 1.52%
4 Real Estate 1.41%
5 Consumer Staples 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
+500
152
$13K 0.01%
+200
153
$13K 0.01%
+200
154
$13K 0.01%
+75
155
$13K 0.01%
+86
156
$12K 0.01%
+504
157
$12K 0.01%
+150
158
$12K 0.01%
+161
159
$12K 0.01%
+423
160
$12K 0.01%
+421
161
$12K 0.01%
+37
162
$12K 0.01%
+86
163
$12K 0.01%
+300
164
$11K 0.01%
+250
165
$11K 0.01%
+107
166
$11K 0.01%
+346
167
$10K 0.01%
+320
168
$10K 0.01%
+151
169
$9K 0.01%
+161
170
$9K 0.01%
+130
171
$8K 0.01%
+1,099
172
$8K 0.01%
+375
173
$7K ﹤0.01%
+41
174
$6K ﹤0.01%
+209
175
$6K ﹤0.01%
+60
4 5 6
7
8