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
1076
$74.7K ﹤0.01%
1,927
-1,200
1077
$74.7K ﹤0.01%
414
+25
1078
$74.5K ﹤0.01%
1,336
-147
1079
$74.2K ﹤0.01%
704
1080
$74K ﹤0.01%
5,258
+14
1081
$73.9K ﹤0.01%
3,285
+90
1082
$73.6K ﹤0.01%
1,400
+400
1083
$72.9K ﹤0.01%
9,598
-809
1084
$72.4K ﹤0.01%
2,854
-63
1085
$72.4K ﹤0.01%
1,002
+9
1086
$72K ﹤0.01%
5,800
1087
$71.5K ﹤0.01%
17,834
+150
1088
$71.2K ﹤0.01%
1,340
+239
1089
$71.1K ﹤0.01%
+678
1090
$71.1K ﹤0.01%
5,395
+3,998
1091
$70.9K ﹤0.01%
556
+40
1092
$70.9K ﹤0.01%
1,772
-412
1093
$70.3K ﹤0.01%
3,794
+2,274
1094
$70.3K ﹤0.01%
3,195
-7
1095
$70.1K ﹤0.01%
958
-229
1096
$70K ﹤0.01%
1,986
-99
1097
$69.7K ﹤0.01%
1,800
1098
$69.5K ﹤0.01%
4,173
+23
1099
$69.3K ﹤0.01%
314
+11
1100
$69K ﹤0.01%
420
+7
42 43
44
45 46