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
1276
$40.6K ﹤0.01%
1,173
-2,761
1277
$40.4K ﹤0.01%
724
-74
1278
$40.3K ﹤0.01%
619
1279
$40.2K ﹤0.01%
316
-33,814
1280
$40.1K ﹤0.01%
383
-2
1281
$39.9K ﹤0.01%
790
+235
1282
$39.9K ﹤0.01%
1,204
-479
1283
$39.9K ﹤0.01%
+243
1284
$39.8K ﹤0.01%
103
+1
1285
$39.8K ﹤0.01%
116
-12
1286
$39.6K ﹤0.01%
862
1287
$39.4K ﹤0.01%
855
-90
1288
$39.3K ﹤0.01%
259
1289
$39.2K ﹤0.01%
2,847
-1,956
1290
$38.8K ﹤0.01%
811
1291
$38.8K ﹤0.01%
929
+75
1292
$38.7K ﹤0.01%
192
1293
$38.7K ﹤0.01%
2,947
-381
1294
$38.2K ﹤0.01%
2,167
1295
$38.2K ﹤0.01%
273
-6
1296
$37.8K ﹤0.01%
300
1297
$37.5K ﹤0.01%
966
1298
$37.4K ﹤0.01%
254
1299
$37.3K ﹤0.01%
2,180
+1
1300
$37.3K ﹤0.01%
480
50 51
52
53 54