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
526
$481K 0.02%
15,700
527
$480K 0.02%
+104,650
528
$473K 0.02%
13,360
+9,560
529
$469K 0.02%
14,785
530
$467K 0.02%
7,715
-501
531
$467K 0.02%
16,073
+8,708
532
$467K 0.02%
7,155
-150
533
$458K 0.02%
2,960
-201
534
$458K 0.02%
6,661
-35
535
$450K 0.01%
13,683
536
$447K 0.01%
10,570
+8,520
537
$446K 0.01%
20,888
-667
538
$446K 0.01%
6,179
-183
539
$446K 0.01%
41,489
-28,940
540
$446K 0.01%
7,702
-525
541
$444K 0.01%
+12,070
542
$443K 0.01%
7,570
+415
543
$441K 0.01%
4,749
+176
544
$438K 0.01%
6,328
-265
545
$436K 0.01%
+13,210
546
$433K 0.01%
2,113
-7
547
$432K 0.01%
17,938
+9,020
548
$432K 0.01%
11,319
549
$431K 0.01%
2,778
+2,052
550
$431K 0.01%
5,729
-2,549
20 21
22
23 24