SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+13.94%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
79.56%
Holding
197
New
197
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Cigna
CI
|
$44.1M |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$16.9M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$11.8M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$11.1M |
| 5 |
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% |
