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
951
$117K ﹤0.01%
2,720
-1,173
952
$117K ﹤0.01%
1,477
-127
953
$116K ﹤0.01%
8,598
954
$116K ﹤0.01%
1,251
+368
955
$115K ﹤0.01%
2,778
956
$115K ﹤0.01%
2,000
957
$114K ﹤0.01%
2,020
+133
958
$114K ﹤0.01%
5,750
-835
959
$114K ﹤0.01%
1,815
-1,176
960
$113K ﹤0.01%
1,867
+5
961
$113K ﹤0.01%
3,075
962
$113K ﹤0.01%
1,111
-82
963
$112K ﹤0.01%
23,268
-326
964
$112K ﹤0.01%
1,058
-923
965
$112K ﹤0.01%
787
-193
966
$111K ﹤0.01%
1,111
-1,269
967
$111K ﹤0.01%
1,422
968
$111K ﹤0.01%
2,167
-103
969
$110K ﹤0.01%
3,582
+2,295
970
$110K ﹤0.01%
1,214
+354
971
$110K ﹤0.01%
832
+166
972
$109K ﹤0.01%
2,724
+3
973
$109K ﹤0.01%
3,030
974
$109K ﹤0.01%
4,345
-397
975
$109K ﹤0.01%
5,868
+128
37 38
39
40 41