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
2201
$1.47K ﹤0.01%
300
2202
$1.47K ﹤0.01%
35
+16
2203
$1.46K ﹤0.01%
107
2204
$1.44K ﹤0.01%
51
2205
$1.44K ﹤0.01%
500
2206
$1.43K ﹤0.01%
43
+30
2207
$1.43K ﹤0.01%
307
2208
$1.43K ﹤0.01%
+38
2209
$1.43K ﹤0.01%
26
2210
$1.41K ﹤0.01%
79
-198
2211
$1.41K ﹤0.01%
100
2212
$1.4K ﹤0.01%
15
-256
2213
$1.4K ﹤0.01%
100
2214
$1.39K ﹤0.01%
25
2215
$1.38K ﹤0.01%
12
-2
2216
$1.35K ﹤0.01%
25
2217
$1.34K ﹤0.01%
252
+11
2218
$1.32K ﹤0.01%
80
2219
$1.31K ﹤0.01%
272
2220
$1.3K ﹤0.01%
7
+2
2221
$1.29K ﹤0.01%
22
-10
2222
$1.29K ﹤0.01%
124
-1
2223
$1.26K ﹤0.01%
30
+4
2224
$1.24K ﹤0.01%
50
-400
2225
$1.24K ﹤0.01%
77
87 88
89
90 91