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
301
$1.32M 0.04%
176,132
-2,750
302
$1.31M 0.04%
67,150
-4,941
303
$1.31M 0.04%
11,461
+127
304
$1.31M 0.04%
16,653
-1,195
305
$1.3M 0.04%
5,224
+1,014
306
$1.3M 0.04%
5,340
+816
307
$1.29M 0.04%
37,600
+35,600
308
$1.29M 0.04%
39,137
-338
309
$1.28M 0.04%
17,621
-1,804
310
$1.28M 0.04%
6,359
-910
311
$1.27M 0.04%
10,410
+978
312
$1.26M 0.04%
22,413
+7,636
313
$1.25M 0.04%
12,546
-254,709
314
$1.25M 0.04%
19,601
+2,016
315
$1.25M 0.04%
61,791
+60,291
316
$1.25M 0.04%
14,623
-1,294
317
$1.25M 0.04%
61,260
+910
318
$1.25M 0.04%
2,491
-357
319
$1.24M 0.04%
160,917
+10,232
320
$1.24M 0.04%
16,950
-347
321
$1.23M 0.04%
45,754
-871
322
$1.23M 0.04%
32,298
-2
323
$1.23M 0.04%
43,785
+7,935
324
$1.22M 0.04%
18,208
-1,064
325
$1.21M 0.04%
14,042
-689
11 12
13
14 15