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
76
$8.24M 0.27%
35,651
+6,915
77
$8.23M 0.27%
137,523
+11,402
78
$8.15M 0.27%
18,450
+2,470
79
$8.13M 0.27%
141,982
+13,262
80
$7.91M 0.26%
6,276
+978
81
$7.8M 0.26%
56,097
+6,040
82
$7.79M 0.26%
16,071
+3,798
83
$7.54M 0.25%
130,727
-1,625
84
$7.5M 0.25%
25,806
+20,268
85
$7.36M 0.24%
288,189
+15,897
86
$7.33M 0.24%
41,923
+6,015
87
$7.28M 0.24%
77,295
+6,826
88
$7.02M 0.23%
111,209
+87,781
89
$7M 0.23%
40,724
+4,024
90
$6.98M 0.23%
13,328
+4,239
91
$6.96M 0.23%
101,565
+18,105
92
$6.95M 0.23%
34,339
+8,485
93
$6.76M 0.22%
7,820
-4,555
94
$6.68M 0.22%
12
+10
95
$6.62M 0.22%
44,204
+7,272
96
$6.59M 0.22%
68,479
+10,869
97
$6.49M 0.21%
8,089
+1,103
98
$6.43M 0.21%
49,036
+14,966
99
$6.38M 0.21%
26,785
+23,216
100
$6.27M 0.21%
52,765
+2,491
2 3
4
5 6