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
401
$821K 0.03%
+11,063
402
$821K 0.03%
8,584
-255
403
$817K 0.03%
+26,829
404
$815K 0.03%
8,325
+8,025
405
$812K 0.03%
21,713
+20,815
406
$812K 0.03%
7,368
+411
407
$811K 0.03%
6,312
-155
408
$809K 0.03%
26,593
+17,666
409
$807K 0.03%
21,032
-645
410
$796K 0.03%
2,765
+366
411
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42,453
-1,383
412
$795K 0.03%
15,717
-72
413
$788K 0.03%
7,579
+998
414
$788K 0.03%
14,223
-2,537
415
$788K 0.03%
+4,026
416
$786K 0.03%
12,576
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417
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4,273
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418
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11,858
-72
419
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8,165
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420
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14,350
+11,967
421
$773K 0.03%
10,968
-1,551
422
$767K 0.03%
4,646
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423
$759K 0.03%
5,932
-256
424
$759K 0.03%
8,420
-1,534
425
$751K 0.02%
4,330
+211
15 16
17
18 19