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
1451
$25.4K ﹤0.01%
1,229
+229
1452
$25.4K ﹤0.01%
434
-908
1453
$25.4K ﹤0.01%
700
1454
$25.4K ﹤0.01%
334
+89
1455
$25.2K ﹤0.01%
480
+235
1456
$25.2K ﹤0.01%
1,074
+1,011
1457
$25.2K ﹤0.01%
1,862
+33
1458
$25.2K ﹤0.01%
3,465
+120
1459
$25.1K ﹤0.01%
+1,705
1460
$25K ﹤0.01%
2,014
+31
1461
$24.9K ﹤0.01%
100
-27
1462
$24.8K ﹤0.01%
+611
1463
$24.8K ﹤0.01%
7,546
+1,195
1464
$24.5K ﹤0.01%
610
+302
1465
$24.4K ﹤0.01%
200
-34,996
1466
$24.4K ﹤0.01%
899
+40
1467
$24.4K ﹤0.01%
1,441
+24
1468
$24.3K ﹤0.01%
139
+21
1469
$24.2K ﹤0.01%
263
1470
$24.2K ﹤0.01%
20,500
1471
$24.1K ﹤0.01%
94
-2
1472
$23.9K ﹤0.01%
576
-306
1473
$23.8K ﹤0.01%
500
1474
$23.8K ﹤0.01%
474
1475
$23.8K ﹤0.01%
1,000
57 58
59
60 61