SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+11.74%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(+13%)
Cap. Flow
+$2.67M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
79%
Holding
63
New
6
Increased
17
Reduced
23
Closed
6
Top Buys
| 1 |
Verizon
VZ
|
$2.32M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$1.13M |
| 3 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$917K |
| 4 |
Bank of America Series L
BAC.PRL
|
$904K |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$475K |
Top Sells
| 1 |
FS KKR Capital
FSK
|
$2.29M |
| 2 |
Prologis
PLD
|
$377K |
| 3 |
Crown Castle
CCI
|
$351K |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$311K |
| 5 |
First Industrial Realty Trust
FR
|
$255K |
Sector Composition
| 1 | Healthcare | 28.16% |
| 2 | Communication Services | 2.42% |
| 3 | Consumer Discretionary | 1.71% |
| 4 | Technology | 1.68% |
| 5 | Utilities | 1.28% |
