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
1376
$30.4K ﹤0.01%
353
+6
1377
$30.2K ﹤0.01%
867
+8
1378
$30.2K ﹤0.01%
482
+3
1379
$30.1K ﹤0.01%
1,700
-154
1380
$30.1K ﹤0.01%
399
1381
$30K ﹤0.01%
650
1382
$30K ﹤0.01%
712
1383
$29.8K ﹤0.01%
119
+1
1384
$29.8K ﹤0.01%
104
+7
1385
$29.7K ﹤0.01%
175
-179
1386
$29.7K ﹤0.01%
8,000
1387
$29.7K ﹤0.01%
1,670
-45
1388
$29.6K ﹤0.01%
1,202
-1,903
1389
$29.6K ﹤0.01%
500
-65
1390
$29.5K ﹤0.01%
4,862
-1,339
1391
$29.4K ﹤0.01%
1,012
-5,541
1392
$29.2K ﹤0.01%
122
+40
1393
$29.2K ﹤0.01%
373
+225
1394
$29.2K ﹤0.01%
844
1395
$29.1K ﹤0.01%
3,286
-13
1396
$29.1K ﹤0.01%
603
-375
1397
$29K ﹤0.01%
296
1398
$29K ﹤0.01%
+3,940
1399
$29K ﹤0.01%
568
1400
$28.9K ﹤0.01%
985
-280
54 55
56
57 58