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
2151
$1.91K ﹤0.01%
158
-150
2152
$1.9K ﹤0.01%
91
2153
$1.9K ﹤0.01%
623
2154
$1.88K ﹤0.01%
15
+5
2155
$1.86K ﹤0.01%
56
+1
2156
$1.86K ﹤0.01%
100
2157
$1.84K ﹤0.01%
217
2158
$1.84K ﹤0.01%
35
-22
2159
$1.84K ﹤0.01%
187
-339
2160
$1.83K ﹤0.01%
100
2161
$1.8K ﹤0.01%
14
+5
2162
$1.8K ﹤0.01%
1,000
-45
2163
$1.79K ﹤0.01%
1,400
2164
$1.78K ﹤0.01%
200
2165
$1.77K ﹤0.01%
1,000
2166
$1.75K ﹤0.01%
153
2167
$1.75K ﹤0.01%
49
-2
2168
$1.73K ﹤0.01%
7
+2
2169
$1.73K ﹤0.01%
34
+1
2170
$1.71K ﹤0.01%
106
2171
$1.71K ﹤0.01%
776
+26
2172
$1.7K ﹤0.01%
33
2173
$1.7K ﹤0.01%
128
2174
$1.69K ﹤0.01%
+23
2175
$1.69K ﹤0.01%
313
-424
85 86
87
88 89