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
1476
$23.7K ﹤0.01%
1,308
1477
$23.5K ﹤0.01%
252
1478
$23.4K ﹤0.01%
634
-480
1479
$23.3K ﹤0.01%
+504
1480
$23.2K ﹤0.01%
3,000
1481
$23.2K ﹤0.01%
6,623
1482
$23.1K ﹤0.01%
828
+42
1483
$23.1K ﹤0.01%
341
-125
1484
$23K ﹤0.01%
114
1485
$23K ﹤0.01%
431
-252
1486
$22.9K ﹤0.01%
86
-24
1487
$22.7K ﹤0.01%
202
+3
1488
$22.7K ﹤0.01%
452
1489
$22.6K ﹤0.01%
4,576
+108
1490
$22.5K ﹤0.01%
180
1491
$22.3K ﹤0.01%
401
-107
1492
$22.2K ﹤0.01%
504
+2
1493
$22.2K ﹤0.01%
164
-135
1494
$22.1K ﹤0.01%
231
+8
1495
$22.1K ﹤0.01%
1,025
1496
$22.1K ﹤0.01%
72
-3
1497
$22.1K ﹤0.01%
500
-12
1498
$22K ﹤0.01%
2,211
1499
$22K ﹤0.01%
202
+16
1500
$21.9K ﹤0.01%
5,456
+35
58 59
60
61 62