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
626
$325K 0.01%
9,262
+2,036
627
$324K 0.01%
6,420
-350
628
$323K 0.01%
7,586
+4,466
629
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630
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5,159
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631
$321K 0.01%
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-50
632
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633
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634
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3,977
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637
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638
$313K 0.01%
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-893
639
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3,249
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640
$311K 0.01%
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643
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9,786
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645
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643
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$301K 0.01%
4,383
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647
$301K 0.01%
955
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648
$299K 0.01%
12,561
+409
649
$299K 0.01%
5,817
+234
650
$299K 0.01%
2,332
-351
24 25
26
27 28