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
2176
$1.68K ﹤0.01%
113
2177
$1.68K ﹤0.01%
99
+16
2178
$1.68K ﹤0.01%
83
-100
2179
$1.67K ﹤0.01%
50
2180
$1.65K ﹤0.01%
71
2181
$1.65K ﹤0.01%
106
2182
$1.64K ﹤0.01%
200
2183
$1.64K ﹤0.01%
130
2184
$1.63K ﹤0.01%
37
2185
$1.61K ﹤0.01%
132
2186
$1.6K ﹤0.01%
50
2187
$1.58K ﹤0.01%
+20
2188
$1.58K ﹤0.01%
5
2189
$1.57K ﹤0.01%
69
+18
2190
$1.57K ﹤0.01%
88
2191
$1.56K ﹤0.01%
266
-99
2192
$1.55K ﹤0.01%
66
-80
2193
$1.55K ﹤0.01%
45
+1
2194
$1.53K ﹤0.01%
66
2195
$1.52K ﹤0.01%
29
2196
$1.52K ﹤0.01%
31
2197
$1.52K ﹤0.01%
422
2198
$1.51K ﹤0.01%
55
+12
2199
$1.49K ﹤0.01%
50
2200
$1.47K ﹤0.01%
20
-2
86 87
88
89 90