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
2101
$2.51K ﹤0.01%
75
2102
$2.51K ﹤0.01%
67
-7
2103
$2.5K ﹤0.01%
10
2104
$2.49K ﹤0.01%
+48
2105
$2.48K ﹤0.01%
300
2106
$2.48K ﹤0.01%
22
+6
2107
$2.46K ﹤0.01%
107
-692
2108
$2.46K ﹤0.01%
100
2109
$2.46K ﹤0.01%
22
2110
$2.45K ﹤0.01%
41
2111
$2.44K ﹤0.01%
24
2112
$2.44K ﹤0.01%
404
+1
2113
$2.43K ﹤0.01%
69
2114
$2.4K ﹤0.01%
50
2115
$2.38K ﹤0.01%
450
2116
$2.34K ﹤0.01%
231
-51
2117
$2.32K ﹤0.01%
80
2118
$2.28K ﹤0.01%
200
2119
$2.23K ﹤0.01%
100
2120
$2.23K ﹤0.01%
80
2121
$2.23K ﹤0.01%
60
2122
$2.19K ﹤0.01%
10
-3,360
2123
$2.18K ﹤0.01%
40
2124
$2.18K ﹤0.01%
58
2125
$2.17K ﹤0.01%
+50
83 84
85
86 87