SSWG
Seven Springs Wealth Group Portfolio holdings
AUM
$404M
This Quarter Return
+5.36%
1 Year Return
+18.77%
3 Year Return
+51.41%
5 Year Return
+82.85%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+4.1%)
Cap. Flow
-$2.01M
Cap. Flow
% of AUM
-0.95%
Top 10 Holdings %
Top 10 Hldgs %
75.83%
Holding
64
New
4
Increased
15
Reduced
17
Closed
1
Top Buys
Top Sells
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$8.52M |
| 2 |
Verizon
VZ
|
$1.48M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$540K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$515K |
| 5 |
NVIDIA
NVDA
|
$393K |
Sector Composition
| 1 | Healthcare | 23.54% |
| 2 | Technology | 2.67% |
| 3 | Consumer Discretionary | 2.42% |
| 4 | Communication Services | 2.33% |
| 5 | Utilities | 1.88% |
