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
2126
$2.17K ﹤0.01%
105
2127
$2.17K ﹤0.01%
229
2128
$2.16K ﹤0.01%
30
2129
$2.15K ﹤0.01%
46
2130
$2.13K ﹤0.01%
65
2131
$2.1K ﹤0.01%
+192
2132
$2.09K ﹤0.01%
142
2133
$2.09K ﹤0.01%
+65
2134
$2.08K ﹤0.01%
81
2135
$2.08K ﹤0.01%
2,255
-13,762
2136
$2.06K ﹤0.01%
53
+1
2137
$2.03K ﹤0.01%
42
2138
$2.02K ﹤0.01%
66
-511
2139
$2.02K ﹤0.01%
25
+8
2140
$2K ﹤0.01%
+32
2141
$2K ﹤0.01%
50
2142
$2K ﹤0.01%
45
2143
$1.98K ﹤0.01%
6
+1
2144
$1.98K ﹤0.01%
135
+5
2145
$1.98K ﹤0.01%
69
2146
$1.95K ﹤0.01%
104
2147
$1.93K ﹤0.01%
88
2148
$1.93K ﹤0.01%
200
-350
2149
$1.92K ﹤0.01%
+60
2150
$1.91K ﹤0.01%
21
84 85
86
87 88