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
676
$276K 0.01%
5,417
+3,128
677
$276K 0.01%
6,736
+1,787
678
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1,446
-19,451
679
$274K 0.01%
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-388
680
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21,346
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681
$273K 0.01%
3,971
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682
$272K 0.01%
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683
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24,235
-37,993
684
$271K 0.01%
878
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685
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686
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687
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688
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10,564
-1,996
689
$262K 0.01%
2,605
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690
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$258K 0.01%
2,833
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$254K 0.01%
22,377
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$252K 0.01%
1,714
-130
698
$250K 0.01%
2,280
699
$250K 0.01%
1,760
-250
700
$249K 0.01%
8,258
-403
26 27
28
29 30