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
1026
$88.5K ﹤0.01%
1,925
+58
1027
$88K ﹤0.01%
262
1028
$87.8K ﹤0.01%
12,296
+570
1029
$86.8K ﹤0.01%
2,826
-7,081
1030
$86.5K ﹤0.01%
3,555
1031
$85.9K ﹤0.01%
1,148
+13
1032
$85.8K ﹤0.01%
1,296
+6
1033
$85.7K ﹤0.01%
7,248
-1,249
1034
$85.6K ﹤0.01%
2,004
-40
1035
$85.6K ﹤0.01%
944
1036
$85.3K ﹤0.01%
6,709
+21
1037
$85.2K ﹤0.01%
5,400
1038
$85K ﹤0.01%
991
-269
1039
$84.9K ﹤0.01%
1,197
-139
1040
$84.7K ﹤0.01%
2,150
+1,050
1041
$84.6K ﹤0.01%
5,135
-10
1042
$84.4K ﹤0.01%
489
+8
1043
$84.3K ﹤0.01%
1,452
-2
1044
$84.2K ﹤0.01%
724
1045
$82.9K ﹤0.01%
5,267
-2,989
1046
$82.7K ﹤0.01%
640
-7
1047
$82.5K ﹤0.01%
996
+8
1048
$82.2K ﹤0.01%
+7,510
1049
$82K ﹤0.01%
1,297
-370
1050
$81.8K ﹤0.01%
932
+149
40 41
42
43 44