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
1526
$21K ﹤0.01%
153
+80
1527
$21K ﹤0.01%
250
1528
$20.9K ﹤0.01%
102
-139
1529
$20.7K ﹤0.01%
235
-524
1530
$20.7K ﹤0.01%
824
-257
1531
$20.5K ﹤0.01%
+450
1532
$20.5K ﹤0.01%
408
1533
$20.5K ﹤0.01%
2,000
1534
$20.5K ﹤0.01%
338
+39
1535
$20.4K ﹤0.01%
241
1536
$20.3K ﹤0.01%
624
+20
1537
$20.1K ﹤0.01%
302
+1
1538
$20.1K ﹤0.01%
161
+4
1539
$19.9K ﹤0.01%
759
1540
$19.9K ﹤0.01%
512
-3
1541
$19.9K ﹤0.01%
+2,000
1542
$19.8K ﹤0.01%
1,100
-1,100
1543
$19.8K ﹤0.01%
210
1544
$19.8K ﹤0.01%
800
1545
$19.7K ﹤0.01%
4,887
-67
1546
$19.6K ﹤0.01%
685
-14
1547
$19.6K ﹤0.01%
108
+101
1548
$19.3K ﹤0.01%
200
1549
$19.3K ﹤0.01%
+1,300
1550
$19.3K ﹤0.01%
115
+55
60 61
62
63 64