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
351
$1.04M 0.03%
4,096
-103
352
$1.02M 0.03%
5,899
-23,900
353
$1.02M 0.03%
7,263
-1,545
354
$1.01M 0.03%
12,613
+1,190
355
$1.01M 0.03%
56,597
-2,188
356
$1.01M 0.03%
25,198
-258
357
$1M 0.03%
47,653
-8,552
358
$999K 0.03%
21,715
+1,152
359
$999K 0.03%
15,178
-190
360
$996K 0.03%
9,316
+3,209
361
$995K 0.03%
5,155
+3,809
362
$982K 0.03%
17,618
+16,259
363
$982K 0.03%
19,356
-4,422
364
$980K 0.03%
9,464
+551
365
$977K 0.03%
26,329
-70
366
$976K 0.03%
10,862
-498
367
$971K 0.03%
16,777
+16,351
368
$970K 0.03%
16,290
-298
369
$969K 0.03%
58,103
-12,040
370
$968K 0.03%
20,125
+100
371
$949K 0.03%
8,554
-1,263
372
$948K 0.03%
11,266
+28
373
$946K 0.03%
26,212
+24,847
374
$945K 0.03%
22,450
+5,018
375
$944K 0.03%
3,042
+269
13 14
15
16 17