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
1126
$63K ﹤0.01%
1,398
+2
1127
$62.5K ﹤0.01%
413
-122
1128
$62.4K ﹤0.01%
926
+32
1129
$62.2K ﹤0.01%
814
1130
$61.8K ﹤0.01%
3,950
+630
1131
$61.6K ﹤0.01%
7,712
1132
$61.5K ﹤0.01%
5,010
-1,140
1133
$61.5K ﹤0.01%
719
-59
1134
$61.4K ﹤0.01%
2,280
1135
$61.4K ﹤0.01%
+300
1136
$61.4K ﹤0.01%
1,278
+105
1137
$61.3K ﹤0.01%
1,213
-977
1138
$61.3K ﹤0.01%
3,667
-275
1139
$61.1K ﹤0.01%
1,767
+656
1140
$61K ﹤0.01%
3,037
-6
1141
$61K ﹤0.01%
1,207
+2
1142
$60.6K ﹤0.01%
4,526
-293
1143
$60.6K ﹤0.01%
536
+10
1144
$60.5K ﹤0.01%
1,616
-166
1145
$60.1K ﹤0.01%
2,258
+11
1146
$59.9K ﹤0.01%
1,503
+528
1147
$59.9K ﹤0.01%
688
+67
1148
$59.9K ﹤0.01%
508
+4
1149
$59.9K ﹤0.01%
1,845
+299
1150
$59.7K ﹤0.01%
161
44 45
46
47 48