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
1976
$4.58K ﹤0.01%
50
1977
$4.58K ﹤0.01%
98
+18
1978
$4.54K ﹤0.01%
1,000
1979
$4.5K ﹤0.01%
224
+36
1980
$4.48K ﹤0.01%
159
1981
$4.47K ﹤0.01%
102
-505
1982
$4.47K ﹤0.01%
81
-30
1983
$4.44K ﹤0.01%
57
1984
$4.44K ﹤0.01%
1,000
1985
$4.42K ﹤0.01%
190
+4
1986
$4.42K ﹤0.01%
95
-79
1987
$4.38K ﹤0.01%
150
1988
$4.37K ﹤0.01%
80
1989
$4.36K ﹤0.01%
599
1990
$4.35K ﹤0.01%
330
1991
$4.33K ﹤0.01%
115
1992
$4.32K ﹤0.01%
372
1993
$4.31K ﹤0.01%
163
1994
$4.29K ﹤0.01%
57
1995
$4.28K ﹤0.01%
31
1996
$4.28K ﹤0.01%
80
-2
1997
$4.28K ﹤0.01%
250
1998
$4.26K ﹤0.01%
37
1999
$4.26K ﹤0.01%
164
+105
2000
$4.26K ﹤0.01%
519
78 79
80
81 82