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
651
$299K 0.01%
1,368
-582
652
$298K 0.01%
3,138
-78
653
$297K 0.01%
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+445
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$297K 0.01%
3,999
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655
$296K 0.01%
5,339
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656
$296K 0.01%
908
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657
$294K 0.01%
2,408
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658
$294K 0.01%
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659
$293K 0.01%
9,310
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660
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661
$290K 0.01%
7,830
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662
$290K 0.01%
4,173
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663
$290K 0.01%
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$290K 0.01%
2,975
-25
665
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$287K 0.01%
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104
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670
$284K 0.01%
39,736
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671
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18,082
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672
$282K 0.01%
7,500
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673
$281K 0.01%
12,996
674
$281K 0.01%
735
675
$278K 0.01%
9,121
+1,543
25 26
27
28 29