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
$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
176
$6K ﹤0.01%
+378
177
$6K ﹤0.01%
+100
178
$5K ﹤0.01%
+45
179
$4K ﹤0.01%
+156
180
$4K ﹤0.01%
+47
181
$3K ﹤0.01%
+138
182
$3K ﹤0.01%
+135
183
$2K ﹤0.01%
+18
184
$2K ﹤0.01%
+230
185
$2K ﹤0.01%
+36
186
$2K ﹤0.01%
+73
187
$1K ﹤0.01%
+12
188
$1K ﹤0.01%
+63
189
$1K ﹤0.01%
+63
190
$1K ﹤0.01%
+12
191
$1K ﹤0.01%
+10
192
$1K ﹤0.01%
+28
193
$0 ﹤0.01%
+5
194
$0 ﹤0.01%
+8
195
$0 ﹤0.01%
+5
196
$0 ﹤0.01%
+2
197
$0 ﹤0.01%
+6