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
26
$23M 0.76%
77,134
+22,675
27
$22.3M 0.74%
82,369
+2,915
28
$21.2M 0.7%
188,909
+62,518
29
$20.9M 0.69%
432,513
-3,478
30
$19.5M 0.65%
31,079
+2,200
31
$19.3M 0.64%
389,550
-4,997
32
$18.1M 0.6%
106,304
+6,591
33
$17.8M 0.59%
258,103
-1,427
34
$17.7M 0.58%
118,587
-3,941
35
$17.3M 0.57%
116,761
+6,377
36
$16.7M 0.55%
155,245
+8,386
37
$16.3M 0.54%
52,230
+125
38
$16.1M 0.53%
43,805
+3,829
39
$15.7M 0.52%
282,296
+38,643
40
$15.6M 0.52%
201,322
+15,270
41
$15.2M 0.5%
334,061
-8,730
42
$14.9M 0.49%
295,295
+52,543
43
$14.9M 0.49%
156,015
+28,066
44
$14.6M 0.48%
32,976
+8,379
45
$14.1M 0.47%
161,669
-7,336
46
$14.1M 0.47%
93,564
+4,236
47
$13.8M 0.46%
342,923
+18,298
48
$13M 0.43%
247,891
-3,257
49
$12.7M 0.42%
35,051
-10,569
50
$12.6M 0.42%
29,829
+521
1
2
3 4 5