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
1801
$8.42K ﹤0.01%
+149
1802
$8.41K ﹤0.01%
1,200
1803
$8.4K ﹤0.01%
45
-5
1804
$8.39K ﹤0.01%
205
-3
1805
$8.36K ﹤0.01%
44
1806
$8.35K ﹤0.01%
262
+35
1807
$8.33K ﹤0.01%
132
+26
1808
$8.3K ﹤0.01%
724
+9
1809
$8.26K ﹤0.01%
716
+10
1810
$8.24K ﹤0.01%
180
1811
$8.22K ﹤0.01%
189
1812
$8.18K ﹤0.01%
102
1813
$8.17K ﹤0.01%
352
1814
$8.05K ﹤0.01%
4,765
+325
1815
$7.99K ﹤0.01%
643
+6
1816
$7.93K ﹤0.01%
86
1817
$7.93K ﹤0.01%
+243
1818
$7.93K ﹤0.01%
116
-164
1819
$7.91K ﹤0.01%
200
1820
$7.9K ﹤0.01%
200
1821
$7.87K ﹤0.01%
34
1822
$7.82K ﹤0.01%
243
1823
$7.81K ﹤0.01%
312
1824
$7.81K ﹤0.01%
201
-640
1825
$7.8K ﹤0.01%
189
71 72
73
74 75