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
1351
$31.9K ﹤0.01%
2,000
1352
$31.9K ﹤0.01%
4,482
1353
$31.9K ﹤0.01%
1,506
+192
1354
$31.9K ﹤0.01%
588
+75
1355
$31.8K ﹤0.01%
74
1356
$31.8K ﹤0.01%
1,837
1357
$31.7K ﹤0.01%
280
+208
1358
$31.6K ﹤0.01%
420
-405
1359
$31.6K ﹤0.01%
637
+400
1360
$31.4K ﹤0.01%
465
-492
1361
$31.4K ﹤0.01%
534
-2,909
1362
$31.2K ﹤0.01%
639
-379
1363
$31.2K ﹤0.01%
2,276
+1,400
1364
$31.1K ﹤0.01%
243
+53
1365
$31.1K ﹤0.01%
1,050
1366
$31.1K ﹤0.01%
226
-93
1367
$31.1K ﹤0.01%
4,870
1368
$31K ﹤0.01%
1,272
-1,131
1369
$31K ﹤0.01%
662
-100
1370
$30.8K ﹤0.01%
443
1371
$30.7K ﹤0.01%
934
+16
1372
$30.7K ﹤0.01%
1,500
1373
$30.7K ﹤0.01%
682
-38
1374
$30.5K ﹤0.01%
607
+268
1375
$30.4K ﹤0.01%
1,890
-1,500
53 54
55
56 57