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
376
$936K 0.03%
44,830
377
$932K 0.03%
+17,127
378
$931K 0.03%
25,867
-290
379
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19,794
-3,656
380
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9,704
-292
381
$927K 0.03%
13,445
+10,216
382
$922K 0.03%
1,671
-343
383
$922K 0.03%
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+63
384
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39,588
-198
385
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20,248
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386
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3,475
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389
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18,122
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390
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391
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392
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7,528
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395
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17,409
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396
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28,494
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397
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15,828
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398
$839K 0.03%
12,616
-760
399
$833K 0.03%
2,757
-53
400
$824K 0.03%
10,655
-8
14 15
16
17 18