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
2251
$1.06K ﹤0.01%
100
2252
$1.06K ﹤0.01%
257
+110
2253
$1.05K ﹤0.01%
+9
2254
$1.05K ﹤0.01%
33
2255
$1.04K ﹤0.01%
+12
2256
$1.04K ﹤0.01%
25
2257
$1.04K ﹤0.01%
36
-265
2258
$1.04K ﹤0.01%
123
2259
$1.03K ﹤0.01%
42
2260
$1.02K ﹤0.01%
95
-326
2261
$1.01K ﹤0.01%
20
2262
$1.01K ﹤0.01%
8
2263
$1.01K ﹤0.01%
30
2264
$1.01K ﹤0.01%
+10
2265
$1K ﹤0.01%
+19
2266
$996 ﹤0.01%
23
-23
2267
$993 ﹤0.01%
+46
2268
$985 ﹤0.01%
+44
2269
$984 ﹤0.01%
42
+6
2270
$978 ﹤0.01%
+62
2271
$968 ﹤0.01%
115
2272
$963 ﹤0.01%
+4
2273
$954 ﹤0.01%
58
-93
2274
$949 ﹤0.01%
20
2275
$947 ﹤0.01%
+6
89 90
91
92 93