SSWG

Seven Springs Wealth Group Portfolio holdings

AUM $404M
1-Year Est. Return 18.77%
This Quarter Est. Return
1 Year Est. Return
+18.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$1.3M
3
+$1.23M
4
TSLA icon
Tesla
TSLA
+$364K
5
AXSM icon
Axsome Therapeutics
AXSM
+$339K

Top Sells

1
+$998K
2
+$694K
3
+$462K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$425K
5
AMN icon
AMN Healthcare
AMN
+$280K

Sector Composition

1 Healthcare 13.63%
2 Communication Services 3.71%
3 Technology 3.44%
4 Consumer Discretionary 3.22%
5 Utilities 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.2M 22.03%
964,702
-7,531
2
$34.8M 12.94%
125,875
3
$15.9M 5.93%
698,211
+53,983
4
$15.8M 5.9%
661,035
+54,410
5
$13.2M 4.9%
396,009
-713
6
$10.6M 3.95%
357,314
+4,270
7
$9.11M 3.39%
313,745
+9,950
8
$6.81M 2.54%
154,668
-9
9
$6.75M 2.51%
197,642
-29,246
10
$6.73M 2.51%
30,697
+1,533
11
$6.56M 2.44%
100,725
+543
12
$5.63M 2.1%
56,213
-6
13
$5.58M 2.08%
29,470
+128
14
$5.49M 2.04%
28,041
-97
15
$4.84M 1.8%
8,222
-59
16
$3.99M 1.49%
37,048
+1,894
17
$3.89M 1.45%
+66,853
18
$3.83M 1.43%
111,628
+207
19
$3.58M 1.33%
14,278
+124
20
$3.51M 1.31%
87,841
+2,949
21
$3.34M 1.24%
23,963
-907
22
$3.33M 1.24%
2,728
+105
23
$3.17M 1.18%
2,656
+105
24
$2.21M 0.82%
9,512
25
$1.48M 0.55%
6,171
1
2 3 4