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
2276
$944 ﹤0.01%
107
2277
$943 ﹤0.01%
46
-5
2278
$933 ﹤0.01%
300
2279
$921 ﹤0.01%
7
-1
2280
$921 ﹤0.01%
42
+2
2281
$917 ﹤0.01%
20
-17
2282
$915 ﹤0.01%
11
2283
$900 ﹤0.01%
+3
2284
$890 ﹤0.01%
13
2285
$878 ﹤0.01%
+7
2286
$877 ﹤0.01%
18
+1
2287
$877 ﹤0.01%
57
-400
2288
$865 ﹤0.01%
+171
2289
$861 ﹤0.01%
300
2290
$855 ﹤0.01%
2
2291
$830 ﹤0.01%
+58
2292
$823 ﹤0.01%
14
2293
$814 ﹤0.01%
+65
2294
$804 ﹤0.01%
300
2295
$802 ﹤0.01%
63
-37
2296
$800 ﹤0.01%
+41
2297
$800 ﹤0.01%
30
2298
$794 ﹤0.01%
19
2299
$793 ﹤0.01%
49
2300
$792 ﹤0.01%
+30
90 91
92
93 94