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
1876
$6.7K ﹤0.01%
227
+5
1877
$6.68K ﹤0.01%
97
-40
1878
$6.67K ﹤0.01%
36
1879
$6.67K ﹤0.01%
66
-6,530
1880
$6.67K ﹤0.01%
419
1881
$6.66K ﹤0.01%
47
-1
1882
$6.6K ﹤0.01%
215
-503
1883
$6.58K ﹤0.01%
201
+11
1884
$6.53K ﹤0.01%
56
-367
1885
$6.52K ﹤0.01%
88
+1
1886
$6.46K ﹤0.01%
202
-500
1887
$6.45K ﹤0.01%
617
1888
$6.45K ﹤0.01%
517
1889
$6.43K ﹤0.01%
500
-172
1890
$6.43K ﹤0.01%
181
1891
$6.43K ﹤0.01%
+244
1892
$6.41K ﹤0.01%
115
1893
$6.41K ﹤0.01%
218
-163
1894
$6.38K ﹤0.01%
53
-1
1895
$6.37K ﹤0.01%
125
-85
1896
$6.35K ﹤0.01%
1,000
1897
$6.33K ﹤0.01%
145
1898
$6.32K ﹤0.01%
48
1899
$6.32K ﹤0.01%
100
1900
$6.31K ﹤0.01%
2,009
-67
74 75
76
77 78