SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$350M
1-Year Est. Return
26.2%
This Fund
S&P 500
1 Year Est. Return
+26.2%
AUM
$142M
AUM Growth
-$5.41M
(-3.7%)
Holding
215
Top Buys
| 1 | +$14.9M | |
| 2 | +$8.18M | |
| 3 | +$5.23M | |
| 4 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$3.61M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.84M |
Top Sells
| 1 | +$4.88M | |
| 2 | +$4.04M | |
| 3 | +$2.32M | |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$1.96M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.96M |
Sector Composition
| 1 | Healthcare | 26.88% |
| 2 | Technology | 2.52% |
| 3 | Consumer Staples | 1.51% |
| 4 | Industrials | 1.11% |
| 5 | Consumer Discretionary | 0.94% |