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
976
$108K ﹤0.01%
3,821
+148
977
$108K ﹤0.01%
2,731
978
$107K ﹤0.01%
982
-375
979
$107K ﹤0.01%
1,716
980
$107K ﹤0.01%
580
981
$107K ﹤0.01%
+17,464
982
$106K ﹤0.01%
1,775
-438
983
$106K ﹤0.01%
2,990
-451
984
$106K ﹤0.01%
2,472
+579
985
$106K ﹤0.01%
948
+87
986
$105K ﹤0.01%
4,851
-948
987
$105K ﹤0.01%
4,176
+3,940
988
$105K ﹤0.01%
24,051
+312
989
$104K ﹤0.01%
1,629
-708
990
$103K ﹤0.01%
6,899
991
$103K ﹤0.01%
2,130
-4,907
992
$103K ﹤0.01%
11,664
993
$103K ﹤0.01%
16,047
+10,980
994
$103K ﹤0.01%
2,370
995
$103K ﹤0.01%
5,501
-898
996
$101K ﹤0.01%
+1,530
997
$101K ﹤0.01%
2,826
+92
998
$99.7K ﹤0.01%
180
-31
999
$99.4K ﹤0.01%
1,000
1000
$99.4K ﹤0.01%
3,889
+3,789
38 39
40
41 42