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
1101
$68.4K ﹤0.01%
4,391
+1
1102
$68.3K ﹤0.01%
653
+39
1103
$68.2K ﹤0.01%
340
+146
1104
$68K ﹤0.01%
2,190
1105
$68K ﹤0.01%
768
1106
$67.8K ﹤0.01%
1,333
-480
1107
$67.8K ﹤0.01%
5,908
+8
1108
$67.6K ﹤0.01%
4,849
-2,222
1109
$67.3K ﹤0.01%
1,637
-2,724
1110
$66.2K ﹤0.01%
1,262
-130
1111
$65.8K ﹤0.01%
1,581
-214
1112
$65.3K ﹤0.01%
4,247
+144
1113
$65.2K ﹤0.01%
1,545
-38
1114
$65.2K ﹤0.01%
505
+40
1115
$65.1K ﹤0.01%
+8,036
1116
$64.8K ﹤0.01%
750
+6
1117
$64.6K ﹤0.01%
1,023
+3
1118
$64.2K ﹤0.01%
975
+7
1119
$64.2K ﹤0.01%
881
+469
1120
$63.9K ﹤0.01%
1,023
-5
1121
$63.8K ﹤0.01%
1,288
-38
1122
$63.4K ﹤0.01%
1,363
1123
$63.3K ﹤0.01%
1,071
-699
1124
$63.3K ﹤0.01%
5,664
+80
1125
$63.2K ﹤0.01%
500
+189
43 44
45
46 47