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
1926
$5.67K ﹤0.01%
236
1927
$5.67K ﹤0.01%
200
1928
$5.67K ﹤0.01%
92
-19
1929
$5.58K ﹤0.01%
106
1930
$5.55K ﹤0.01%
188
1931
$5.5K ﹤0.01%
+726
1932
$5.49K ﹤0.01%
36
1933
$5.46K ﹤0.01%
167
-50
1934
$5.45K ﹤0.01%
+500
1935
$5.42K ﹤0.01%
500
-300
1936
$5.4K ﹤0.01%
57
1937
$5.4K ﹤0.01%
466
1938
$5.38K ﹤0.01%
155
-53
1939
$5.33K ﹤0.01%
225
1940
$5.32K ﹤0.01%
+568
1941
$5.31K ﹤0.01%
115
-202
1942
$5.3K ﹤0.01%
103
-635
1943
$5.3K ﹤0.01%
100
1944
$5.27K ﹤0.01%
800
+300
1945
$5.22K ﹤0.01%
29
-10
1946
$5.21K ﹤0.01%
66
-2
1947
$5.17K ﹤0.01%
47
1948
$5.15K ﹤0.01%
435
1949
$5.11K ﹤0.01%
100
-130
1950
$5.09K ﹤0.01%
86
76 77
78
79 80