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
476
$596K 0.02%
2,056
477
$595K 0.02%
2,507
-90
478
$594K 0.02%
2,518
-955
479
$592K 0.02%
26,615
+9,021
480
$588K 0.02%
406
-50
481
$586K 0.02%
1,067
+679
482
$585K 0.02%
16,647
+1,044
483
$585K 0.02%
1,007
+2
484
$578K 0.02%
3,020
-1,065
485
$576K 0.02%
26,920
+1,024
486
$575K 0.02%
18,666
-167
487
$572K 0.02%
5,581
+16
488
$571K 0.02%
16,980
489
$569K 0.02%
9,308
+114
490
$568K 0.02%
2,029
+1,097
491
$567K 0.02%
16,824
-1,309
492
$567K 0.02%
2,410
-233
493
$564K 0.02%
+4,222
494
$563K 0.02%
7,280
+293
495
$563K 0.02%
7,799
-808
496
$563K 0.02%
4,511
-460
497
$558K 0.02%
323
+132
498
$552K 0.02%
2,529
-509
499
$544K 0.02%
1,052
+431
500
$536K 0.02%
3,788
-9
18 19
20
21 22