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
326
$1.2M 0.04%
12,909
-4,022
327
$1.18M 0.04%
33,156
328
$1.18M 0.04%
8,557
-45
329
$1.18M 0.04%
29,282
+359
330
$1.18M 0.04%
5,145
+310
331
$1.17M 0.04%
33,573
+22,224
332
$1.16M 0.04%
18,474
-153
333
$1.15M 0.04%
24,984
+2,410
334
$1.15M 0.04%
38,435
+11,379
335
$1.15M 0.04%
50,462
+3,492
336
$1.15M 0.04%
34,200
+18,330
337
$1.14M 0.04%
6,827
+1,647
338
$1.13M 0.04%
13,028
339
$1.12M 0.04%
9,241
-140
340
$1.11M 0.04%
17,864
341
$1.1M 0.04%
82,435
+1,750
342
$1.1M 0.04%
28,400
343
$1.09M 0.04%
4,275
-509
344
$1.09M 0.04%
29,055
+657
345
$1.06M 0.04%
9,871
+1,223
346
$1.06M 0.03%
23,148
-3,684
347
$1.05M 0.03%
105,269
-457
348
$1.05M 0.03%
36,773
+9,871
349
$1.05M 0.03%
1,385
-80
350
$1.04M 0.03%
23,984
-15,210
12 13
14
15 16