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SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $432M
1-Year Est. Return 23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23%
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
201
$1K ﹤0.01%
+1
202
$1K ﹤0.01%
+3
203
$1K ﹤0.01%
+22
204
$1K ﹤0.01%
+4
205
$1K ﹤0.01%
+38
206
$1K ﹤0.01%
+111
207
$1K ﹤0.01%
+6
208
$1K ﹤0.01%
+8
209
$1K ﹤0.01%
+18
210
$1K ﹤0.01%
+10
211
$1K ﹤0.01%
+5
212
$1K ﹤0.01%
+33
213
$1K ﹤0.01%
+7
214
$1K ﹤0.01%
+6
215
$1K ﹤0.01%
+5
216
$1K ﹤0.01%
+24
217
$1K ﹤0.01%
+5
218
$1K ﹤0.01%
+3
219
$1K ﹤0.01%
+25
220
$1K ﹤0.01%
+2
221
$1K ﹤0.01%
+12
222
$1K ﹤0.01%
+16
223
$1K ﹤0.01%
+11
224
$1K ﹤0.01%
+13
225
$1K ﹤0.01%
+13
7 8
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