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
1251
$43.2K ﹤0.01%
4,412
1252
$43.2K ﹤0.01%
336
-1,142
1253
$43.1K ﹤0.01%
1,113
1254
$43K ﹤0.01%
1,712
-194
1255
$42.9K ﹤0.01%
480
-539
1256
$42.9K ﹤0.01%
243
1257
$42.7K ﹤0.01%
11,000
+6,000
1258
$42.7K ﹤0.01%
19,483
-477
1259
$42.6K ﹤0.01%
891
+6
1260
$42.6K ﹤0.01%
1,147
-2
1261
$42.5K ﹤0.01%
1,210
1262
$42.5K ﹤0.01%
670
-20
1263
$42.4K ﹤0.01%
4,762
1264
$42.4K ﹤0.01%
1,843
1265
$42.4K ﹤0.01%
601
+2
1266
$42.3K ﹤0.01%
2,897
-83
1267
$42.2K ﹤0.01%
300
1268
$42.1K ﹤0.01%
850
1269
$42.1K ﹤0.01%
16,890
1270
$42K ﹤0.01%
1,801
1271
$41.4K ﹤0.01%
2,285
-200
1272
$41.3K ﹤0.01%
1,200
1273
$41.2K ﹤0.01%
1,993
1274
$41.2K ﹤0.01%
2,024
1275
$40.9K ﹤0.01%
1,000
49 50
51
52 53