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
1726
$11.2K ﹤0.01%
480
1727
$11.1K ﹤0.01%
+5,800
1728
$11.1K ﹤0.01%
+600
1729
$11.1K ﹤0.01%
1,000
1730
$11K ﹤0.01%
814
-89,941
1731
$11K ﹤0.01%
+1,500
1732
$11K ﹤0.01%
710
1733
$11K ﹤0.01%
750
1734
$10.9K ﹤0.01%
+500
1735
$10.8K ﹤0.01%
376
-500
1736
$10.8K ﹤0.01%
1,246
1737
$10.8K ﹤0.01%
562
-954
1738
$10.7K ﹤0.01%
288
1739
$10.7K ﹤0.01%
77
1740
$10.7K ﹤0.01%
185
+31
1741
$10.6K ﹤0.01%
301
-269
1742
$10.6K ﹤0.01%
368
+268
1743
$10.6K ﹤0.01%
161
-3,991
1744
$10.6K ﹤0.01%
400
-600
1745
$10.5K ﹤0.01%
152
+24
1746
$10.5K ﹤0.01%
248
+11
1747
$10.5K ﹤0.01%
147
1748
$10.5K ﹤0.01%
750
+16
1749
$10.5K ﹤0.01%
327
1750
$10.4K ﹤0.01%
83
-4
68 69
70
71 72