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
$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
151
$3K ﹤0.01%
+13
152
$3K ﹤0.01%
+16
153
$3K ﹤0.01%
+26
154
$3K ﹤0.01%
+32
155
$3K ﹤0.01%
+15
156
$3K ﹤0.01%
135
157
$3K ﹤0.01%
+40
158
$2K ﹤0.01%
+8
159
$2K ﹤0.01%
+77
160
$2K ﹤0.01%
+44
161
$2K ﹤0.01%
+20
162
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+31
163
$2K ﹤0.01%
+22
164
$2K ﹤0.01%
+11
165
$2K ﹤0.01%
230
166
$2K ﹤0.01%
+16
167
$2K ﹤0.01%
+7
168
$2K ﹤0.01%
+15
169
$2K ﹤0.01%
+39
170
$2K ﹤0.01%
+2
171
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+8
172
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+4
173
$2K ﹤0.01%
+25
174
$2K ﹤0.01%
+13
175
$2K ﹤0.01%
+16
5 6
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