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
601
$351K 0.01%
4,064
+1,841
602
$351K 0.01%
2,536
+284
603
$351K 0.01%
1,750
+148
604
$349K 0.01%
2,219
-90
605
$347K 0.01%
3,307
-92
606
$346K 0.01%
25,154
-507
607
$346K 0.01%
6,189
-128
608
$346K 0.01%
6,118
-2,608
609
$345K 0.01%
7,811
+214
610
$345K 0.01%
8,204
+145
611
$345K 0.01%
17,728
-373
612
$345K 0.01%
1,834
-48
613
$341K 0.01%
9,950
+1
614
$339K 0.01%
2,464
+113
615
$338K 0.01%
21,858
-9,551
616
$335K 0.01%
9,796
+144
617
$334K 0.01%
12,100
-2
618
$332K 0.01%
2,756
-501
619
$331K 0.01%
81,429
+2,550
620
$330K 0.01%
10,387
-181
621
$330K 0.01%
8,048
-5,021
622
$330K 0.01%
7,028
+370
623
$329K 0.01%
1,933
+112
624
$325K 0.01%
3,024
+62
625
$325K 0.01%
8,460
+1,140
23 24
25
26 27