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
1751
$10.2K ﹤0.01%
550
-60
1752
$10.2K ﹤0.01%
1,100
1753
$10.2K ﹤0.01%
1,513
+300
1754
$10.2K ﹤0.01%
1,000
1755
$10.2K ﹤0.01%
630
1756
$10.2K ﹤0.01%
301
-26
1757
$10.1K ﹤0.01%
161
-24
1758
$9.92K ﹤0.01%
199
1759
$9.87K ﹤0.01%
1,314
1760
$9.86K ﹤0.01%
348
+8
1761
$9.86K ﹤0.01%
24
+4
1762
$9.84K ﹤0.01%
+10,400
1763
$9.81K ﹤0.01%
323
-201
1764
$9.79K ﹤0.01%
86
1765
$9.78K ﹤0.01%
150
1766
$9.78K ﹤0.01%
563
-13,401
1767
$9.77K ﹤0.01%
392
+109
1768
$9.7K ﹤0.01%
57
1769
$9.64K ﹤0.01%
100
1770
$9.58K ﹤0.01%
236
-3
1771
$9.54K ﹤0.01%
17,350
1772
$9.52K ﹤0.01%
4,761
-19
1773
$9.49K ﹤0.01%
356
+134
1774
$9.47K ﹤0.01%
148
+100
1775
$9.36K ﹤0.01%
500
69 70
71
72 73