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
1426
$27.2K ﹤0.01%
272
+2
1427
$26.9K ﹤0.01%
450
+1
1428
$26.9K ﹤0.01%
939
1429
$26.8K ﹤0.01%
429
1430
$26.7K ﹤0.01%
194
-113
1431
$26.7K ﹤0.01%
1,188
+76
1432
$26.5K ﹤0.01%
868
-19
1433
$26.5K ﹤0.01%
1,192
+76
1434
$26.5K ﹤0.01%
136
+1
1435
$26.5K ﹤0.01%
389
-43
1436
$26.4K ﹤0.01%
450
1437
$26.3K ﹤0.01%
630
-603
1438
$26.2K ﹤0.01%
715
+17
1439
$26.2K ﹤0.01%
688
+381
1440
$26.1K ﹤0.01%
299
+219
1441
$26.1K ﹤0.01%
1,300
1442
$26K ﹤0.01%
200
1443
$25.9K ﹤0.01%
987
-1,000
1444
$25.9K ﹤0.01%
142
-2
1445
$25.8K ﹤0.01%
7,019
1446
$25.8K ﹤0.01%
387
+56
1447
$25.6K ﹤0.01%
1,113
1448
$25.6K ﹤0.01%
264
-68
1449
$25.5K ﹤0.01%
657
+18
1450
$25.5K ﹤0.01%
122
-88
56 57
58
59 60