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
1151
$59.7K ﹤0.01%
8,320
-500
1152
$59.7K ﹤0.01%
638
1153
$59.6K ﹤0.01%
2,294
-194
1154
$59.2K ﹤0.01%
+1,180
1155
$59.1K ﹤0.01%
10,200
1156
$58.6K ﹤0.01%
3,335
-130
1157
$58.1K ﹤0.01%
2,910
+800
1158
$57.9K ﹤0.01%
1,329
+166
1159
$57.9K ﹤0.01%
7,758
-1,829
1160
$57.6K ﹤0.01%
249
+49
1161
$57.3K ﹤0.01%
543
1162
$57.3K ﹤0.01%
2,095
-829
1163
$57K ﹤0.01%
5,000
1164
$56.9K ﹤0.01%
539
-154
1165
$56.8K ﹤0.01%
989
-1,346
1166
$56.3K ﹤0.01%
1,315
+903
1167
$56.3K ﹤0.01%
1,875
1168
$56.3K ﹤0.01%
4,288
+32
1169
$56.1K ﹤0.01%
446
-564
1170
$56.1K ﹤0.01%
2,500
-1,500
1171
$56K ﹤0.01%
954
+54
1172
$55.9K ﹤0.01%
1,050
+300
1173
$55.7K ﹤0.01%
268
+1
1174
$55.6K ﹤0.01%
6,408
-2,610
1175
$55.4K ﹤0.01%
1,023
-709
45 46
47
48 49