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
$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
176
$2K ﹤0.01%
+4
177
$2K ﹤0.01%
+21
178
$2K ﹤0.01%
+12
179
$2K ﹤0.01%
+8
180
$2K ﹤0.01%
+77
181
$1K ﹤0.01%
+20
182
$1K ﹤0.01%
+47
183
$1K ﹤0.01%
+3
184
$1K ﹤0.01%
+2
185
$1K ﹤0.01%
+9
186
$1K ﹤0.01%
+33
187
$1K ﹤0.01%
+3
188
$1K ﹤0.01%
+5
189
$1K ﹤0.01%
+21
190
$1K ﹤0.01%
+26
191
$1K ﹤0.01%
+11
192
$1K ﹤0.01%
+40
193
$1K ﹤0.01%
+9
194
$1K ﹤0.01%
+9
195
$1K ﹤0.01%
+12
196
$1K ﹤0.01%
+48
197
$1K ﹤0.01%
+31
198
$1K ﹤0.01%
+45
199
$1K ﹤0.01%
+8
200
$1K ﹤0.01%
+10
6 7
8
9 10