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
1701
$12K ﹤0.01%
+20
1702
$11.9K ﹤0.01%
500
1703
$11.9K ﹤0.01%
188
1704
$11.9K ﹤0.01%
946
+886
1705
$11.8K ﹤0.01%
109
1706
$11.8K ﹤0.01%
211
+9
1707
$11.7K ﹤0.01%
200
1708
$11.7K ﹤0.01%
98
1709
$11.7K ﹤0.01%
100
1710
$11.7K ﹤0.01%
144
+129
1711
$11.7K ﹤0.01%
183
+97
1712
$11.7K ﹤0.01%
198
-209
1713
$11.7K ﹤0.01%
388
1714
$11.6K ﹤0.01%
22
+3
1715
$11.6K ﹤0.01%
396
-124
1716
$11.5K ﹤0.01%
500
-6
1717
$11.4K ﹤0.01%
355
-93
1718
$11.4K ﹤0.01%
500
1719
$11.4K ﹤0.01%
200
1720
$11.3K ﹤0.01%
1,350
+331
1721
$11.3K ﹤0.01%
215
1722
$11.3K ﹤0.01%
113
1723
$11.3K ﹤0.01%
913
1724
$11.3K ﹤0.01%
1,010
+940
1725
$11.3K ﹤0.01%
8
67 68
69
70 71