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
2226
$1.24K ﹤0.01%
33
-23
2227
$1.24K ﹤0.01%
+140
2228
$1.24K ﹤0.01%
355
2229
$1.23K ﹤0.01%
6
2230
$1.21K ﹤0.01%
150
2231
$1.21K ﹤0.01%
37
2232
$1.21K ﹤0.01%
+20
2233
$1.2K ﹤0.01%
109
+1
2234
$1.2K ﹤0.01%
5
2235
$1.2K ﹤0.01%
1,000
2236
$1.19K ﹤0.01%
83
-10
2237
$1.18K ﹤0.01%
78
2238
$1.18K ﹤0.01%
300
2239
$1.17K ﹤0.01%
47
2240
$1.16K ﹤0.01%
29
2241
$1.15K ﹤0.01%
15
2242
$1.15K ﹤0.01%
30
2243
$1.14K ﹤0.01%
+60
2244
$1.13K ﹤0.01%
67
-11
2245
$1.11K ﹤0.01%
140
2246
$1.11K ﹤0.01%
30
2247
$1.1K ﹤0.01%
+48
2248
$1.1K ﹤0.01%
3
+1
2249
$1.08K ﹤0.01%
415
2250
$1.07K ﹤0.01%
25
-2
88 89
90
91 92