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
876
$143K ﹤0.01%
1,822
-256
877
$143K ﹤0.01%
789
-100
878
$143K ﹤0.01%
3,205
-97
879
$143K ﹤0.01%
1,887
+1,654
880
$143K ﹤0.01%
+14,000
881
$142K ﹤0.01%
8,940
+207
882
$142K ﹤0.01%
8,632
+50
883
$142K ﹤0.01%
1,780
-100
884
$142K ﹤0.01%
+9,455
885
$142K ﹤0.01%
8,201
-22
886
$142K ﹤0.01%
6,535
+1,651
887
$140K ﹤0.01%
3,328
-578
888
$139K ﹤0.01%
6,263
-1,077
889
$139K ﹤0.01%
478
+6
890
$139K ﹤0.01%
859
+35
891
$139K ﹤0.01%
10,967
892
$139K ﹤0.01%
3,398
-9
893
$139K ﹤0.01%
6,898
-2
894
$139K ﹤0.01%
1,062
+71
895
$138K ﹤0.01%
4,608
-624
896
$138K ﹤0.01%
1,278
897
$138K ﹤0.01%
6,234
+3,351
898
$138K ﹤0.01%
1,769
+1,398
899
$137K ﹤0.01%
1,560
+2
900
$137K ﹤0.01%
1,109
-109
34 35
36
37 38