SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $350M
1-Year Est. Return 26.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.2%
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
176
$2K ﹤0.01%
+21
177
$2K ﹤0.01%
+12
178
$2K ﹤0.01%
+8
179
$2K ﹤0.01%
+77
180
$2K ﹤0.01%
+16
181
$1K ﹤0.01%
+3
182
$1K ﹤0.01%
+4
183
$1K ﹤0.01%
+16
184
$1K ﹤0.01%
+47
185
$1K ﹤0.01%
+3
186
$1K ﹤0.01%
+2
187
$1K ﹤0.01%
+9
188
$1K ﹤0.01%
+33
189
$1K ﹤0.01%
+3
190
$1K ﹤0.01%
+5
191
$1K ﹤0.01%
+21
192
$1K ﹤0.01%
+26
193
$1K ﹤0.01%
+11
194
$1K ﹤0.01%
+20
195
$1K ﹤0.01%
+40
196
$1K ﹤0.01%
+9
197
$1K ﹤0.01%
+9
198
$1K ﹤0.01%
+12
199
$1K ﹤0.01%
+48
200
$1K ﹤0.01%
+31
6 7
8
9 10