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
1301
$37.2K ﹤0.01%
2,670
-190
1302
$37.2K ﹤0.01%
697
1303
$37.2K ﹤0.01%
1,008
+375
1304
$37.2K ﹤0.01%
1,274
-97
1305
$37.1K ﹤0.01%
1,241
-1,159
1306
$37.1K ﹤0.01%
1,749
-500
1307
$36.9K ﹤0.01%
12,782
1308
$36.8K ﹤0.01%
6,886
-8,200
1309
$36.7K ﹤0.01%
674
+276
1310
$36.7K ﹤0.01%
1,232
+17
1311
$36.6K ﹤0.01%
3,155
1312
$36.1K ﹤0.01%
3,817
-14
1313
$36.1K ﹤0.01%
573
+9
1314
$36K ﹤0.01%
4,120
+2,900
1315
$35.9K ﹤0.01%
731
+9
1316
$35.9K ﹤0.01%
17,767
+7,267
1317
$35.6K ﹤0.01%
1,685
1318
$35K ﹤0.01%
5,350
+1,500
1319
$35K ﹤0.01%
690
1320
$34.7K ﹤0.01%
402
+13
1321
$34.7K ﹤0.01%
160
1322
$34.6K ﹤0.01%
655
-1,160
1323
$34.5K ﹤0.01%
345
-258
1324
$34.4K ﹤0.01%
2,305
+681
1325
$34.3K ﹤0.01%
903
-595
51 52
53
54 55