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
1176
$54.9K ﹤0.01%
1,195
+67
1177
$54.7K ﹤0.01%
123
1178
$54.5K ﹤0.01%
1,081
+229
1179
$54.5K ﹤0.01%
4,837
1180
$54.5K ﹤0.01%
558
1181
$54.5K ﹤0.01%
2,919
1182
$54.4K ﹤0.01%
1,295
-500
1183
$54.3K ﹤0.01%
485
+382
1184
$54.1K ﹤0.01%
221
+25
1185
$53.9K ﹤0.01%
2,228
+306
1186
$53.2K ﹤0.01%
6,291
+23
1187
$53.1K ﹤0.01%
3,500
-5,100
1188
$53.1K ﹤0.01%
758
1189
$53K ﹤0.01%
365
+1
1190
$52.3K ﹤0.01%
1,216
1191
$51.9K ﹤0.01%
10,069
-226
1192
$51.5K ﹤0.01%
2,006
+48
1193
$51.4K ﹤0.01%
+4,684
1194
$51.4K ﹤0.01%
948
1195
$50.9K ﹤0.01%
1,396
+29
1196
$50.9K ﹤0.01%
775
-22,349
1197
$50.7K ﹤0.01%
821
-149
1198
$50.5K ﹤0.01%
+1,952
1199
$50.5K ﹤0.01%
13,800
+1,895
1200
$50.4K ﹤0.01%
2,321
+2
46 47
48
49 50