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SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $432M
1-Year Est. Return 23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23%
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
+$22.5M
2
+$7.04M
3
+$4.97M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$830K

Top Sells

1
+$21.6M
2
+$1.5M
3
+$295K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$269K
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%
+40
152
$3K ﹤0.01%
+13
153
$3K ﹤0.01%
+16
154
$3K ﹤0.01%
+26
155
$3K ﹤0.01%
+32
156
$3K ﹤0.01%
+15
157
$3K ﹤0.01%
+10
158
$2K ﹤0.01%
+31
159
$2K ﹤0.01%
+22
160
$2K ﹤0.01%
+11
161
$2K ﹤0.01%
230
162
$2K ﹤0.01%
+16
163
$2K ﹤0.01%
+7
164
$2K ﹤0.01%
+15
165
$2K ﹤0.01%
+39
166
$2K ﹤0.01%
+2
167
$2K ﹤0.01%
+8
168
$2K ﹤0.01%
+4
169
$2K ﹤0.01%
+25
170
$2K ﹤0.01%
+13
171
$2K ﹤0.01%
36
172
$2K ﹤0.01%
+4
173
$2K ﹤0.01%
+21
174
$2K ﹤0.01%
+12
175
$2K ﹤0.01%
+8
5 6
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