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
1201
$50.4K ﹤0.01%
916
1202
$50.4K ﹤0.01%
3,066
+528
1203
$50.3K ﹤0.01%
+572
1204
$50.1K ﹤0.01%
975
1205
$50K ﹤0.01%
3,233
+818
1206
$49.5K ﹤0.01%
1,413
1207
$49.5K ﹤0.01%
+6,953
1208
$49.4K ﹤0.01%
2,790
1209
$48.8K ﹤0.01%
4,000
-720
1210
$48.7K ﹤0.01%
5,479
1211
$48.4K ﹤0.01%
595
-425
1212
$47.9K ﹤0.01%
1,518
-470
1213
$47.9K ﹤0.01%
13
+2
1214
$47.6K ﹤0.01%
4,398
+576
1215
$47.6K ﹤0.01%
389
+33
1216
$47.2K ﹤0.01%
800
1217
$47.1K ﹤0.01%
1,810
1218
$46.9K ﹤0.01%
1,595
+125
1219
$46.9K ﹤0.01%
2,949
-2,314
1220
$46.8K ﹤0.01%
5,206
1221
$46.6K ﹤0.01%
1,000
1222
$46.6K ﹤0.01%
4,000
+1,362
1223
$46.4K ﹤0.01%
501
+33
1224
$46.3K ﹤0.01%
588
+279
1225
$46.2K ﹤0.01%
2,351
+613
47 48
49
50 51