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
851
$151K 0.01%
3,150
+9
852
$151K 0.01%
16,288
-631
853
$150K 0.01%
1,670
-157
854
$150K ﹤0.01%
18,843
-2,435
855
$150K ﹤0.01%
+2,611
856
$149K ﹤0.01%
1,280
+1,272
857
$149K ﹤0.01%
2,886
-322
858
$149K ﹤0.01%
12,851
+1,730
859
$149K ﹤0.01%
2,708
-20
860
$148K ﹤0.01%
2,885
-93
861
$148K ﹤0.01%
4,406
+62
862
$148K ﹤0.01%
739
+3
863
$148K ﹤0.01%
2,163
+32
864
$148K ﹤0.01%
7,550
-200
865
$147K ﹤0.01%
2,396
-544
866
$147K ﹤0.01%
4,200
867
$146K ﹤0.01%
8,678
-1,900
868
$146K ﹤0.01%
1,320
+6
869
$146K ﹤0.01%
5,603
-454
870
$146K ﹤0.01%
+4,135
871
$146K ﹤0.01%
3,925
-149
872
$145K ﹤0.01%
6,562
873
$145K ﹤0.01%
+24,908
874
$145K ﹤0.01%
2,168
875
$143K ﹤0.01%
3,575
-25
33 34
35
36 37