SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.03B
AUM Growth
+$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,505
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$9.92M
3
+$9.83M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.17M
5
MSFT icon
Microsoft
MSFT
+$8.19M

Top Sells

1
+$53.5M
2
+$35.7M
3
+$25.5M
4
OPPX
Corbett Road Tactical Opportunity ETF
OPPX
+$19.1M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$13.6M

Sector Composition

1 Technology 14.35%
2 Consumer Discretionary 5.17%
3 Financials 5.05%
4 Industrials 4.31%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$99.2K ﹤0.01%
2,000
1002
$99K ﹤0.01%
1,910
+8
1003
$97.4K ﹤0.01%
6,283
+2,355
1004
$96.3K ﹤0.01%
3,110
-373
1005
$95.6K ﹤0.01%
2,802
-822
1006
$95.3K ﹤0.01%
18,252
-323
1007
$95.1K ﹤0.01%
476
-82
1008
$95K ﹤0.01%
2,244
+17
1009
$94.6K ﹤0.01%
499
-4,528
1010
$94.4K ﹤0.01%
1,454
-11
1011
$94.3K ﹤0.01%
4,077
+465
1012
$93.7K ﹤0.01%
1,873
+347
1013
$92.3K ﹤0.01%
1,460
-1,531
1014
$91.5K ﹤0.01%
1,810
-6
1015
$91.1K ﹤0.01%
4,140
1016
$91K ﹤0.01%
2,834
-114
1017
$90.8K ﹤0.01%
1,272
-276
1018
$90.7K ﹤0.01%
2,391
-4
1019
$90.5K ﹤0.01%
2,699
+2,230
1020
$89.3K ﹤0.01%
1,691
1021
$88.9K ﹤0.01%
4,694
1022
$88.7K ﹤0.01%
4,226
-3,234
1023
$88.7K ﹤0.01%
6,867
1024
$88.6K ﹤0.01%
4,897
1025
$88.6K ﹤0.01%
6,500
+3,000
39 40
41
42 43