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
276
$1.5M 0.05%
108,848
+21,894
277
$1.48M 0.05%
23,367
+3,672
278
$1.46M 0.05%
15,333
-3,902
279
$1.46M 0.05%
31,155
+2,159
280
$1.45M 0.05%
28,286
+10,173
281
$1.45M 0.05%
5,812
+1,295
282
$1.44M 0.05%
11,189
-639
283
$1.44M 0.05%
51,792
+380
284
$1.42M 0.05%
3,709
+728
285
$1.41M 0.05%
57,258
+690
286
$1.4M 0.05%
83,726
+21,152
287
$1.4M 0.05%
74,040
-5,206
288
$1.4M 0.05%
33,264
+522
289
$1.39M 0.05%
16,299
-2,738
290
$1.39M 0.05%
33,727
-4,080
291
$1.39M 0.05%
192,255
+497
292
$1.36M 0.05%
28,370
+1,420
293
$1.36M 0.04%
65,955
+879
294
$1.35M 0.04%
39,441
+16,229
295
$1.35M 0.04%
13,830
+1,553
296
$1.35M 0.04%
37,787
+3,506
297
$1.33M 0.04%
29,360
+2,068
298
$1.33M 0.04%
8,952
-13
299
$1.33M 0.04%
366
+66
300
$1.32M 0.04%
6,494
-1,324
10 11
12
13 14