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
551
$430K 0.01%
2,101
+1
552
$427K 0.01%
11,932
-3,758
553
$427K 0.01%
4,012
+8
554
$427K 0.01%
33,213
-2,139
555
$425K 0.01%
1,781
+608
556
$424K 0.01%
12,895
-1,689
557
$420K 0.01%
12,035
+6,691
558
$417K 0.01%
2,904
+2,883
559
$415K 0.01%
658
+4
560
$415K 0.01%
3,020
+344
561
$414K 0.01%
11,321
-1,086
562
$414K 0.01%
19,063
+2,549
563
$407K 0.01%
3,757
-15
564
$406K 0.01%
51,810
+1,186
565
$405K 0.01%
3,541
+1,334
566
$404K 0.01%
4,769
-110
567
$403K 0.01%
11,913
-235
568
$400K 0.01%
7,087
-1,715
569
$399K 0.01%
17,226
+578
570
$399K 0.01%
788
+321
571
$397K 0.01%
7,473
+3,466
572
$396K 0.01%
4,717
+968
573
$395K 0.01%
7,822
-5,140
574
$394K 0.01%
4,176
575
$393K 0.01%
11,616
-1,397
21 22
23
24 25