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
1601
$16.2K ﹤0.01%
287
+40
1602
$16.1K ﹤0.01%
545
1603
$16.1K ﹤0.01%
57
-16
1604
$16K ﹤0.01%
500
1605
$16K ﹤0.01%
2,645
1606
$16K ﹤0.01%
366
1607
$15.9K ﹤0.01%
81
1608
$15.9K ﹤0.01%
424
1609
$15.8K ﹤0.01%
37
+1
1610
$15.7K ﹤0.01%
156
-4
1611
$15.7K ﹤0.01%
300
1612
$15.7K ﹤0.01%
724
1613
$15.7K ﹤0.01%
141
+1
1614
$15.5K ﹤0.01%
1,296
+1,054
1615
$15.5K ﹤0.01%
200
1616
$15.4K ﹤0.01%
+500
1617
$15.4K ﹤0.01%
5,800
1618
$15.4K ﹤0.01%
+280
1619
$15.4K ﹤0.01%
626
-1,085
1620
$15.3K ﹤0.01%
511
1621
$15.2K ﹤0.01%
35
-11
1622
$15.2K ﹤0.01%
1,868
1623
$15.2K ﹤0.01%
469
+3
1624
$15.2K ﹤0.01%
240
1625
$15.1K ﹤0.01%
13
63 64
65
66 67