SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 4.32%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$7.11K ﹤0.01%
90
+10
1852
$7.08K ﹤0.01%
775
1853
$7.06K ﹤0.01%
153
1854
$7.04K ﹤0.01%
500
1855
$7.04K ﹤0.01%
+300
1856
$7.02K ﹤0.01%
125
1857
$6.99K ﹤0.01%
255
-494
1858
$6.98K ﹤0.01%
190
+85
1859
$6.96K ﹤0.01%
+293
1860
$6.93K ﹤0.01%
100
-4
1861
$6.93K ﹤0.01%
165
1862
$6.92K ﹤0.01%
404
1863
$6.91K ﹤0.01%
70
-4,328
1864
$6.85K ﹤0.01%
100
1865
$6.84K ﹤0.01%
68
-1
1866
$6.84K ﹤0.01%
100
1867
$6.83K ﹤0.01%
203
-9
1868
$6.83K ﹤0.01%
463
-292
1869
$6.82K ﹤0.01%
116
-2
1870
$6.82K ﹤0.01%
165
+4
1871
$6.79K ﹤0.01%
1,000
-124
1872
$6.76K ﹤0.01%
88
-333
1873
$6.75K ﹤0.01%
3,000
-500
1874
$6.75K ﹤0.01%
+264
1875
$6.71K ﹤0.01%
300
73 74
75
76 77