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
1576
$17.9K ﹤0.01%
261
1577
$17.9K ﹤0.01%
238
1578
$17.8K ﹤0.01%
210
+10
1579
$17.7K ﹤0.01%
879
+26
1580
$17.5K ﹤0.01%
640
1581
$17.5K ﹤0.01%
1,848
+11
1582
$17.5K ﹤0.01%
1,000
1583
$17.5K ﹤0.01%
14,000
-7,526
1584
$17.5K ﹤0.01%
189
-400
1585
$17.3K ﹤0.01%
205
1586
$17.2K ﹤0.01%
2,216
+1,092
1587
$17.1K ﹤0.01%
182
-328
1588
$17.1K ﹤0.01%
380
1589
$17.1K ﹤0.01%
158
+1
1590
$17.1K ﹤0.01%
206
1591
$17.1K ﹤0.01%
360
+34
1592
$16.8K ﹤0.01%
42
-7
1593
$16.7K ﹤0.01%
2,091
1594
$16.6K ﹤0.01%
3,271
+104
1595
$16.6K ﹤0.01%
589
+75
1596
$16.5K ﹤0.01%
619
-51
1597
$16.4K ﹤0.01%
155
-255
1598
$16.4K ﹤0.01%
176
1599
$16.3K ﹤0.01%
3,440
1600
$16.3K ﹤0.01%
300
+66
62 63
64
65 66