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
1226
$46K ﹤0.01%
1,366
-130
1227
$45.9K ﹤0.01%
3,951
-377
1228
$45.9K ﹤0.01%
940
+60
1229
$45.8K ﹤0.01%
+86
1230
$45.7K ﹤0.01%
889
-148
1231
$45.7K ﹤0.01%
1,919
+221
1232
$45.4K ﹤0.01%
1,140
+1,110
1233
$45.4K ﹤0.01%
842
-522
1234
$45.2K ﹤0.01%
457
+29
1235
$45.2K ﹤0.01%
3,000
+100
1236
$45.2K ﹤0.01%
1,615
+643
1237
$45K ﹤0.01%
1,010
-286
1238
$45K ﹤0.01%
203
+95
1239
$44.9K ﹤0.01%
3,670
-600
1240
$44.7K ﹤0.01%
401
-29
1241
$44.7K ﹤0.01%
1,382
-255
1242
$44.6K ﹤0.01%
3,831
+112
1243
$44.5K ﹤0.01%
1,595
-649
1244
$44.2K ﹤0.01%
2,395
+85
1245
$44.2K ﹤0.01%
564
-1,149
1246
$44K ﹤0.01%
780
+21
1247
$43.9K ﹤0.01%
1,040
-14
1248
$43.8K ﹤0.01%
3,205
+5
1249
$43.6K ﹤0.01%
316
+1
1250
$43.5K ﹤0.01%
732
+3
48 49
50
51 52