SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 4.32%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$664K 0.02%
3,843
452
$663K 0.02%
10,715
453
$662K 0.02%
9,896
+7,136
454
$658K 0.02%
5,079
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455
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5,667
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456
$641K 0.02%
7,339
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457
$637K 0.02%
20,149
458
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6,202
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459
$635K 0.02%
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460
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461
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26,562
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462
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112,340
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$622K 0.02%
38,054
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465
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466
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18,586
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471
$602K 0.02%
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$602K 0.02%
4,647
-230
473
$601K 0.02%
15,632
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474
$601K 0.02%
4,542
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475
$597K 0.02%
9,160
-2
17 18
19
20 21