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
1326
$34K ﹤0.01%
233
+4
1327
$34K ﹤0.01%
640
-700
1328
$34K ﹤0.01%
1,030
1329
$33.9K ﹤0.01%
344
+3
1330
$33.9K ﹤0.01%
275
+28
1331
$33.7K ﹤0.01%
146
-25
1332
$33.7K ﹤0.01%
563
-216
1333
$33.6K ﹤0.01%
10,960
1334
$33.6K ﹤0.01%
437
+193
1335
$33.6K ﹤0.01%
622
1336
$33.5K ﹤0.01%
1,400
1337
$33.5K ﹤0.01%
700
1338
$33.4K ﹤0.01%
4,470
-833
1339
$33.4K ﹤0.01%
+1,400
1340
$33.4K ﹤0.01%
565
+78
1341
$33.3K ﹤0.01%
755
+440
1342
$33.2K ﹤0.01%
1,425
1343
$33.1K ﹤0.01%
525
1344
$33.1K ﹤0.01%
5,550
1345
$32.9K ﹤0.01%
3,500
1346
$32.8K ﹤0.01%
1,758
+217
1347
$32.6K ﹤0.01%
4,000
1348
$32.6K ﹤0.01%
369
-327
1349
$32.4K ﹤0.01%
650
1350
$32.3K ﹤0.01%
1,410
-320
52 53
54
55 56