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
826
$160K 0.01%
900
-100
827
$160K 0.01%
44,690
+150
828
$160K 0.01%
398
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829
$159K 0.01%
636
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$159K 0.01%
30,354
+10,554
831
$157K 0.01%
516
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832
$157K 0.01%
6,001
+5,125
833
$157K 0.01%
1,832
-300
834
$156K 0.01%
4,742
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835
$156K 0.01%
2,404
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836
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12,740
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837
$154K 0.01%
728
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838
$154K 0.01%
+4,551
839
$154K 0.01%
2,578
+118
840
$154K 0.01%
2,234
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841
$154K 0.01%
3,562
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842
$153K 0.01%
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843
$153K 0.01%
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$153K 0.01%
13,682
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846
$152K 0.01%
9,300
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847
$152K 0.01%
4,388
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848
$152K 0.01%
942
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849
$151K 0.01%
405
+11
850
$151K 0.01%
4,246
+100
32 33
34
35 36