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
2076
$2.85K ﹤0.01%
53
2077
$2.85K ﹤0.01%
+185
2078
$2.84K ﹤0.01%
35
-17
2079
$2.8K ﹤0.01%
102
-1,479
2080
$2.78K ﹤0.01%
16
-246
2081
$2.75K ﹤0.01%
100
2082
$2.74K ﹤0.01%
85
-50
2083
$2.71K ﹤0.01%
+72
2084
$2.7K ﹤0.01%
100
2085
$2.69K ﹤0.01%
49
-75
2086
$2.66K ﹤0.01%
10
2087
$2.63K ﹤0.01%
125
2088
$2.59K ﹤0.01%
1,163
-308
2089
$2.59K ﹤0.01%
200
2090
$2.59K ﹤0.01%
192
2091
$2.58K ﹤0.01%
75
-36
2092
$2.58K ﹤0.01%
850
2093
$2.57K ﹤0.01%
31
-1
2094
$2.56K ﹤0.01%
23
2095
$2.55K ﹤0.01%
40
2096
$2.54K ﹤0.01%
200
2097
$2.54K ﹤0.01%
330
2098
$2.54K ﹤0.01%
20
-12
2099
$2.54K ﹤0.01%
6,354
+5,354
2100
$2.52K ﹤0.01%
79
-444
82 83
84
85 86