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
801
$173K 0.01%
14,461
+9,000
802
$172K 0.01%
15,547
+336
803
$171K 0.01%
2,077
+10
804
$171K 0.01%
547
-13,624
805
$171K 0.01%
6,662
806
$169K 0.01%
8,364
+1,950
807
$169K 0.01%
2,380
+161
808
$169K 0.01%
2,679
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809
$169K 0.01%
1,101
-17
810
$169K 0.01%
5,953
+3,365
811
$168K 0.01%
6,067
-3,505
812
$168K 0.01%
4,725
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813
$168K 0.01%
10,257
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814
$168K 0.01%
1,502
-2,681
815
$168K 0.01%
35,270
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816
$167K 0.01%
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817
$166K 0.01%
4,560
818
$166K 0.01%
6,670
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819
$165K 0.01%
7,416
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820
$165K 0.01%
4,358
821
$164K 0.01%
632
822
$163K 0.01%
17,400
+221
823
$163K 0.01%
793
824
$162K 0.01%
2,929
+159
825
$161K 0.01%
4,169
-93
31 32
33
34 35