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
1401
$28.9K ﹤0.01%
2,806
1402
$28.8K ﹤0.01%
1,448
1403
$28.8K ﹤0.01%
365
-691
1404
$28.7K ﹤0.01%
1,033
1405
$28.6K ﹤0.01%
1,015
+702
1406
$28.6K ﹤0.01%
279
+54
1407
$28.5K ﹤0.01%
2,065
+64
1408
$28.5K ﹤0.01%
540
1409
$28.4K ﹤0.01%
2,542
-1,611
1410
$28.4K ﹤0.01%
63
-5
1411
$28.1K ﹤0.01%
454
-598
1412
$28.1K ﹤0.01%
434
-587
1413
$28.1K ﹤0.01%
1,920
1414
$28.1K ﹤0.01%
347
+103
1415
$28.1K ﹤0.01%
1,618
-220
1416
$27.9K ﹤0.01%
+2,112
1417
$27.9K ﹤0.01%
1,003
+205
1418
$27.8K ﹤0.01%
268
-189
1419
$27.8K ﹤0.01%
325
+4
1420
$27.8K ﹤0.01%
1,284
1421
$27.7K ﹤0.01%
170
+6
1422
$27.7K ﹤0.01%
1,796
1423
$27.5K ﹤0.01%
1,390
-6
1424
$27.5K ﹤0.01%
1,321
1425
$27.4K ﹤0.01%
440
55 56
57
58 59