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
1901
$6.3K ﹤0.01%
90
-5
1902
$6.28K ﹤0.01%
1,000
1903
$6.25K ﹤0.01%
600
-12
1904
$6.18K ﹤0.01%
566
1905
$6.13K ﹤0.01%
30
1906
$6.09K ﹤0.01%
500
1907
$6.08K ﹤0.01%
983
1908
$6.01K ﹤0.01%
165
1909
$5.94K ﹤0.01%
200
-204
1910
$5.89K ﹤0.01%
139
+28
1911
$5.88K ﹤0.01%
211
1912
$5.88K ﹤0.01%
1,078
-42
1913
$5.85K ﹤0.01%
59
1914
$5.83K ﹤0.01%
342
-39
1915
$5.83K ﹤0.01%
115
-43
1916
$5.77K ﹤0.01%
104
1917
$5.76K ﹤0.01%
20
-50
1918
$5.76K ﹤0.01%
33
1919
$5.76K ﹤0.01%
339
+4
1920
$5.73K ﹤0.01%
363
-600
1921
$5.73K ﹤0.01%
46
1922
$5.72K ﹤0.01%
42
-18
1923
$5.7K ﹤0.01%
154
1924
$5.7K ﹤0.01%
124
1925
$5.7K ﹤0.01%
329
75 76
77
78 79