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
1651
$13.6K ﹤0.01%
+18,955
1652
$13.6K ﹤0.01%
178
+2
1653
$13.6K ﹤0.01%
2,800
1654
$13.6K ﹤0.01%
1,473
+19
1655
$13.6K ﹤0.01%
1,283
-1,755
1656
$13.6K ﹤0.01%
543
+196
1657
$13.6K ﹤0.01%
1,028
1658
$13.4K ﹤0.01%
175
1659
$13.4K ﹤0.01%
105
+2
1660
$13.4K ﹤0.01%
485
1661
$13.3K ﹤0.01%
+19,910
1662
$13.3K ﹤0.01%
568
-115
1663
$13.3K ﹤0.01%
3,866
-983
1664
$13.2K ﹤0.01%
947
+122
1665
$13.2K ﹤0.01%
281
-103
1666
$13.2K ﹤0.01%
+200
1667
$13.2K ﹤0.01%
1,135
1668
$13.2K ﹤0.01%
1,461
1669
$13.1K ﹤0.01%
1,281
1670
$13.1K ﹤0.01%
2,625
1671
$13.1K ﹤0.01%
450
1672
$13.1K ﹤0.01%
400
1673
$13K ﹤0.01%
142
+2
1674
$13K ﹤0.01%
429
1675
$12.9K ﹤0.01%
172
-1,206
65 66
67
68 69