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
226
$2.14M 0.07%
27,108
-2,482
227
$2.14M 0.07%
85,702
+11,399
228
$2.13M 0.07%
24,147
-403
229
$2.13M 0.07%
25,847
+2,478
230
$2.11M 0.07%
20,632
+4,197
231
$2.11M 0.07%
19,863
+3,887
232
$2.09M 0.07%
3,648
+2,813
233
$2.08M 0.07%
36,717
+3,925
234
$2.07M 0.07%
16,633
-930
235
$2.07M 0.07%
100,862
+1,683
236
$2.07M 0.07%
56,070
+23,561
237
$2.05M 0.07%
2,543
-54
238
$2.04M 0.07%
18,606
+1,315
239
$2.03M 0.07%
5,324
-65
240
$2.02M 0.07%
19,006
-632
241
$1.99M 0.07%
22,222
-454
242
$1.99M 0.07%
+5,302
243
$1.98M 0.07%
24,763
-3,139
244
$1.97M 0.07%
19,115
-23
245
$1.95M 0.06%
21,156
+292
246
$1.94M 0.06%
94,385
-11,267
247
$1.94M 0.06%
17,993
+103
248
$1.94M 0.06%
196,722
-22,378
249
$1.9M 0.06%
3,055
+611
250
$1.89M 0.06%
49,359
-2,796
8 9
10
11 12