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
901
$136K ﹤0.01%
3,760
-1,987
902
$135K ﹤0.01%
700
903
$134K ﹤0.01%
1,766
+60
904
$134K ﹤0.01%
2,040
-43
905
$134K ﹤0.01%
22,063
-17,837
906
$134K ﹤0.01%
1,650
907
$133K ﹤0.01%
1,635
-433
908
$133K ﹤0.01%
4,556
-9
909
$133K ﹤0.01%
1,704
+4
910
$132K ﹤0.01%
1,908
+147
911
$132K ﹤0.01%
3,731
-550
912
$132K ﹤0.01%
2,538
-305
913
$132K ﹤0.01%
5,027
-1,184
914
$131K ﹤0.01%
5,904
-575
915
$131K ﹤0.01%
1,329
+1
916
$131K ﹤0.01%
1,996
+9
917
$131K ﹤0.01%
2,156
-1,154
918
$131K ﹤0.01%
5,958
-270
919
$131K ﹤0.01%
1,009
+477
920
$130K ﹤0.01%
1,375
+2
921
$130K ﹤0.01%
3,128
+9
922
$129K ﹤0.01%
2,535
-232
923
$129K ﹤0.01%
415
-118
924
$128K ﹤0.01%
2,125
+37
925
$128K ﹤0.01%
12,329
35 36
37
38 39