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
1776
$9.35K ﹤0.01%
120
+12
1777
$9.2K ﹤0.01%
124
+40
1778
$9.19K ﹤0.01%
185
1779
$9.18K ﹤0.01%
535
1780
$9.17K ﹤0.01%
363
+331
1781
$9.16K ﹤0.01%
500
1782
$9.16K ﹤0.01%
25
1783
$9.15K ﹤0.01%
41
+20
1784
$9.1K ﹤0.01%
96
1785
$9.1K ﹤0.01%
500
1786
$9.09K ﹤0.01%
+62
1787
$9.03K ﹤0.01%
665
+290
1788
$8.93K ﹤0.01%
103
1789
$8.92K ﹤0.01%
15
-11
1790
$8.91K ﹤0.01%
155
+1
1791
$8.84K ﹤0.01%
185
+44
1792
$8.84K ﹤0.01%
267
1793
$8.81K ﹤0.01%
1,204
+100
1794
$8.76K ﹤0.01%
122
1795
$8.75K ﹤0.01%
172
1796
$8.71K ﹤0.01%
250
-2,321
1797
$8.59K ﹤0.01%
200
1798
$8.56K ﹤0.01%
169
-74
1799
$8.51K ﹤0.01%
201
+2
1800
$8.46K ﹤0.01%
73
70 71
72
73 74