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
1826
$7.78K ﹤0.01%
260
1827
$7.76K ﹤0.01%
+108
1828
$7.67K ﹤0.01%
128
+1
1829
$7.64K ﹤0.01%
630
+67
1830
$7.61K ﹤0.01%
501
+8
1831
$7.57K ﹤0.01%
208
+18
1832
$7.57K ﹤0.01%
37
+4
1833
$7.55K ﹤0.01%
+269
1834
$7.51K ﹤0.01%
500
1835
$7.48K ﹤0.01%
42
+1
1836
$7.48K ﹤0.01%
181
-55
1837
$7.37K ﹤0.01%
614
-500
1838
$7.35K ﹤0.01%
250
-250
1839
$7.34K ﹤0.01%
223
+39
1840
$7.33K ﹤0.01%
255
+20
1841
$7.31K ﹤0.01%
433
+62
1842
$7.25K ﹤0.01%
100
1843
$7.24K ﹤0.01%
48
+9
1844
$7.24K ﹤0.01%
450
+182
1845
$7.22K ﹤0.01%
109
1846
$7.2K ﹤0.01%
450
1847
$7.18K ﹤0.01%
45
1848
$7.14K ﹤0.01%
2,327
-1,706
1849
$7.14K ﹤0.01%
170
1850
$7.13K ﹤0.01%
5,402
-1,380
72 73
74
75 76