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
2051
$3.33K ﹤0.01%
1,331
-122
2052
$3.32K ﹤0.01%
200
2053
$3.32K ﹤0.01%
56
2054
$3.29K ﹤0.01%
310
+100
2055
$3.29K ﹤0.01%
1,454
2056
$3.27K ﹤0.01%
+216
2057
$3.24K ﹤0.01%
622
2058
$3.22K ﹤0.01%
1,137
2059
$3.18K ﹤0.01%
400
2060
$3.15K ﹤0.01%
192
+6
2061
$3.13K ﹤0.01%
114
2062
$3.06K ﹤0.01%
55
2063
$3.05K ﹤0.01%
100
-6
2064
$3.02K ﹤0.01%
500
2065
$3.01K ﹤0.01%
89
2066
$3.01K ﹤0.01%
283
2067
$3K ﹤0.01%
1,000
2068
$2.96K ﹤0.01%
62
-250
2069
$2.96K ﹤0.01%
127
2070
$2.94K ﹤0.01%
128
2071
$2.93K ﹤0.01%
38
2072
$2.92K ﹤0.01%
927
2073
$2.92K ﹤0.01%
100
2074
$2.86K ﹤0.01%
10
2075
$2.85K ﹤0.01%
102
81 82
83
84 85