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
51
$11.9M 0.39%
113,866
-16,087
52
$11.8M 0.39%
50,669
-781
53
$11.8M 0.39%
121,229
+3,490
54
$11.5M 0.38%
54,322
+701
55
$11.4M 0.38%
40,680
+3,602
56
$11M 0.36%
102,628
-23,393
57
$10.8M 0.36%
84,710
+1,982
58
$10.7M 0.35%
146,832
+34,617
59
$10.4M 0.34%
144,067
-78,007
60
$10.2M 0.34%
38,351
+8,820
61
$9.99M 0.33%
213,245
+211,812
62
$9.93M 0.33%
104,614
-3,025
63
$9.73M 0.32%
209,885
+439
64
$9.47M 0.31%
118,080
-30,264
65
$9.46M 0.31%
143,684
+21,900
66
$9.29M 0.31%
55,000
+3,118
67
$9.09M 0.3%
178,065
-5,999
68
$9.03M 0.3%
54,461
+4,022
69
$9M 0.3%
43,323
+35,804
70
$8.99M 0.3%
178,020
+609
71
$8.98M 0.3%
20,651
+4,274
72
$8.65M 0.29%
11,547
+1,522
73
$8.5M 0.28%
13,867
+2,442
74
$8.46M 0.28%
129,929
+76,470
75
$8.3M 0.27%
28,412
+3,790
1 2
3
4 5