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
1626
$15.1K ﹤0.01%
1,038
1627
$15.1K ﹤0.01%
2,096
1628
$15.1K ﹤0.01%
265
1629
$15.1K ﹤0.01%
175
-149
1630
$15K ﹤0.01%
159
1631
$15K ﹤0.01%
283
1632
$14.9K ﹤0.01%
312
-11
1633
$14.9K ﹤0.01%
37
+25
1634
$14.5K ﹤0.01%
1,104
+17
1635
$14.5K ﹤0.01%
2,001
+1
1636
$14.5K ﹤0.01%
603
+17
1637
$14.5K ﹤0.01%
437
+7
1638
$14.4K ﹤0.01%
1,105
+40
1639
$14.3K ﹤0.01%
300
1640
$14.2K ﹤0.01%
131
-9
1641
$14.1K ﹤0.01%
1,379
-341
1642
$14K ﹤0.01%
291
+1
1643
$14K ﹤0.01%
120
1644
$13.9K ﹤0.01%
142
1645
$13.9K ﹤0.01%
4,070
+2,940
1646
$13.9K ﹤0.01%
615
-1,129
1647
$13.9K ﹤0.01%
410
1648
$13.8K ﹤0.01%
250
1649
$13.8K ﹤0.01%
274
+2
1650
$13.7K ﹤0.01%
426
+4
64 65
66
67 68