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
926
$128K ﹤0.01%
26,676
+323
927
$128K ﹤0.01%
964
-695
928
$128K ﹤0.01%
3,197
+400
929
$127K ﹤0.01%
3,058
930
$127K ﹤0.01%
2,754
-1,186
931
$127K ﹤0.01%
1,277
932
$127K ﹤0.01%
9,708
-1,074
933
$127K ﹤0.01%
2,794
+11
934
$125K ﹤0.01%
3,674
935
$124K ﹤0.01%
16,039
936
$124K ﹤0.01%
10,362
937
$124K ﹤0.01%
4,056
-1,286
938
$124K ﹤0.01%
1,060
-34
939
$121K ﹤0.01%
726
+3
940
$121K ﹤0.01%
1,771
+1,521
941
$121K ﹤0.01%
555
-2,100
942
$120K ﹤0.01%
3,377
-221
943
$120K ﹤0.01%
357
-12,750
944
$120K ﹤0.01%
4,081
-115
945
$120K ﹤0.01%
944
-445
946
$120K ﹤0.01%
9,300
947
$119K ﹤0.01%
3,225
+861
948
$119K ﹤0.01%
2,484
-1,885
949
$118K ﹤0.01%
+2,582
950
$117K ﹤0.01%
+34,523
36 37
38
39 40