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
251
$1.89M 0.06%
33,150
+20,124
252
$1.89M 0.06%
23,354
-2,741
253
$1.88M 0.06%
61,725
-3,564
254
$1.87M 0.06%
98,355
-6,777
255
$1.87M 0.06%
14,922
-74
256
$1.87M 0.06%
10,122
-73
257
$1.87M 0.06%
18,331
-1,180
258
$1.86M 0.06%
16,622
-3,850
259
$1.83M 0.06%
19,726
-2,858
260
$1.79M 0.06%
11,429
+537
261
$1.77M 0.06%
95,418
+71
262
$1.75M 0.06%
10,638
-1,758
263
$1.74M 0.06%
48,707
-9,011
264
$1.72M 0.06%
+72,373
265
$1.7M 0.06%
15,783
-25,263
266
$1.69M 0.06%
32,628
267
$1.67M 0.06%
7,114
+264
268
$1.65M 0.05%
57,498
+7,958
269
$1.62M 0.05%
10,671
+2,450
270
$1.6M 0.05%
31,579
+3
271
$1.59M 0.05%
40,677
+37,683
272
$1.58M 0.05%
24,683
-2,099
273
$1.55M 0.05%
6,493
-17,975
274
$1.54M 0.05%
27,993
-1,922
275
$1.53M 0.05%
47,437
+45,487
9 10
11
12 13