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
1501
$21.9K ﹤0.01%
500
1502
$21.9K ﹤0.01%
483
+300
1503
$21.9K ﹤0.01%
8,100
+1,751
1504
$21.8K ﹤0.01%
360
-13
1505
$21.8K ﹤0.01%
266
1506
$21.7K ﹤0.01%
270
1507
$21.7K ﹤0.01%
2,217
1508
$21.7K ﹤0.01%
2,539
1509
$21.7K ﹤0.01%
1,097
+109
1510
$21.6K ﹤0.01%
1,860
-7,360
1511
$21.5K ﹤0.01%
89
1512
$21.5K ﹤0.01%
+2,006
1513
$21.4K ﹤0.01%
400
-146
1514
$21.4K ﹤0.01%
2,007
1515
$21.3K ﹤0.01%
+13
1516
$21.3K ﹤0.01%
84
-1
1517
$21.2K ﹤0.01%
439
1518
$21.2K ﹤0.01%
100
-1
1519
$21.2K ﹤0.01%
394
+5
1520
$21.2K ﹤0.01%
1,013
-226
1521
$21.1K ﹤0.01%
774
-4,662
1522
$21.1K ﹤0.01%
106
+3
1523
$21.1K ﹤0.01%
242
-79
1524
$21.1K ﹤0.01%
679
+25
1525
$21K ﹤0.01%
+208
59 60
61
62 63