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
2301
$789 ﹤0.01%
31
2302
$789 ﹤0.01%
+250
2303
$776 ﹤0.01%
10
2304
$769 ﹤0.01%
53
+1
2305
$769 ﹤0.01%
45
-188
2306
$766 ﹤0.01%
+12
2307
$766 ﹤0.01%
94
2308
$748 ﹤0.01%
+2
2309
$732 ﹤0.01%
+7
2310
$732 ﹤0.01%
+10
2311
$732 ﹤0.01%
+43
2312
$723 ﹤0.01%
6
2313
$721 ﹤0.01%
+16
2314
$717 ﹤0.01%
267
2315
$716 ﹤0.01%
+6
2316
$699 ﹤0.01%
20
2317
$694 ﹤0.01%
6
2318
$691 ﹤0.01%
+13
2319
$687 ﹤0.01%
36
2320
$685 ﹤0.01%
24
-676
2321
$673 ﹤0.01%
5,177
+262
2322
$671 ﹤0.01%
+4
2323
$666 ﹤0.01%
708
-2
2324
$665 ﹤0.01%
14
-356
2325
$653 ﹤0.01%
+13
91 92
93
94 95