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
1551
$19.2K ﹤0.01%
510
+5
1552
$19.1K ﹤0.01%
475
1553
$19K ﹤0.01%
+200
1554
$18.9K ﹤0.01%
978
+366
1555
$18.9K ﹤0.01%
220
-150
1556
$18.9K ﹤0.01%
406
1557
$18.8K ﹤0.01%
739
+4
1558
$18.8K ﹤0.01%
348
1559
$18.6K ﹤0.01%
2,454
+83
1560
$18.6K ﹤0.01%
127
-35
1561
$18.5K ﹤0.01%
390
1562
$18.5K ﹤0.01%
501
-48
1563
$18.5K ﹤0.01%
375
-2,000
1564
$18.5K ﹤0.01%
117
+86
1565
$18.3K ﹤0.01%
81
+4
1566
$18.3K ﹤0.01%
425
1567
$18.2K ﹤0.01%
1,000
+211
1568
$18.2K ﹤0.01%
525
1569
$18.2K ﹤0.01%
1,464
1570
$18.1K ﹤0.01%
386
+2
1571
$18.1K ﹤0.01%
39
1572
$18K ﹤0.01%
231
+8
1573
$18K ﹤0.01%
1,700
1574
$18K ﹤0.01%
+372
1575
$17.9K ﹤0.01%
+420
61 62
63
64 65