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
101
$6.27M 0.21%
51,780
+880
102
$6.18M 0.2%
155,869
+11,683
103
$6.05M 0.2%
111,762
+16,734
104
$6.05M 0.2%
81,351
+23,278
105
$6.04M 0.2%
25,227
+3,929
106
$5.96M 0.2%
19,591
+2,698
107
$5.95M 0.2%
34,461
+34,348
108
$5.87M 0.19%
120,606
+17,734
109
$5.84M 0.19%
39,429
+10,756
110
$5.82M 0.19%
4,850
+1,531
111
$5.8M 0.19%
35,894
-5,652
112
$5.79M 0.19%
33,590
+31,600
113
$5.76M 0.19%
36,177
+8,969
114
$5.74M 0.19%
19,094
+672
115
$5.74M 0.19%
29,632
+10,138
116
$5.69M 0.19%
14,282
-345
117
$5.69M 0.19%
70,752
+9,639
118
$5.68M 0.19%
66,799
+16,120
119
$5.63M 0.19%
47,825
+47,104
120
$5.6M 0.19%
162,224
+24,756
121
$5.6M 0.18%
66,648
+843
122
$5.57M 0.18%
108,592
+75,506
123
$5.57M 0.18%
158,087
+50,448
124
$5.57M 0.18%
28,576
+4,126
125
$5.53M 0.18%
119,590
+20,770
3 4
5
6 7