SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $413M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.84M
3
+$4.15M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$3.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M

Top Sells

1
+$4.09M
2
+$3.33M
3
+$2.32M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.96M
5
CI icon
Cigna
CI
+$1.77M

Sector Composition

1 Healthcare 26.88%
2 Technology 2.52%
3 Consumer Staples 1.51%
4 Industrials 1.11%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
28
202
– –
-86
203
– –
-6,700
204
– –
-600
205
– –
-911
206
– –
-5
207
– –
-1,823
208
– –
-3,692
209
$0 ﹤0.01%
2
210
– –
-1,918
211
– –
-20,586
212
– –
-143
213
– –
-1,507
214
$0 ﹤0.01%
6
215
– –
-12,403
5 6 7 8
9