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
426
$747K 0.02%
2,922
-38
427
$740K 0.02%
12,157
-62,509
428
$739K 0.02%
+18,301
429
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+18,925
430
$736K 0.02%
14,047
+97
431
$733K 0.02%
+21,230
432
$733K 0.02%
19,155
+1,056
433
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20,348
-283
434
$725K 0.02%
20,093
435
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6,297
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436
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13,906
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437
$708K 0.02%
12,330
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438
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51,176
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439
$703K 0.02%
23,094
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440
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3,213
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445
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447
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10,244
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448
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19,455
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449
$669K 0.02%
12,672
-36
450
$667K 0.02%
22,987
-679
16 17
18
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