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
501
$535K 0.02%
8,381
+64
502
$533K 0.02%
2,142
+20
503
$517K 0.02%
6,695
-2,266
504
$516K 0.02%
3,477
505
$516K 0.02%
7,251
-381
506
$512K 0.02%
27,992
507
$507K 0.02%
7,623
-362
508
$506K 0.02%
10,246
-120
509
$505K 0.02%
68,625
+19,954
510
$505K 0.02%
1,884
+300
511
$505K 0.02%
2,993
+289
512
$504K 0.02%
3,341
-319
513
$503K 0.02%
67,406
+2,500
514
$502K 0.02%
7,288
+321
515
$502K 0.02%
6,433
-39,459
516
$501K 0.02%
1,813
-141
517
$499K 0.02%
10,157
-5,231
518
$498K 0.02%
71,301
+65,142
519
$498K 0.02%
3,767
-76
520
$496K 0.02%
2,284
-235
521
$491K 0.02%
1,056
+124
522
$489K 0.02%
18,989
+15,509
523
$487K 0.02%
11,091
524
$483K 0.02%
9,296
+5,552
525
$483K 0.02%
19,607
19 20
21
22 23