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
126
$5.51M 0.18%
35,839
+5,622
127
$5.49M 0.18%
110,588
+3,243
128
$5.45M 0.18%
11,750
+1,805
129
$5.43M 0.18%
107,620
-65
130
$5.27M 0.17%
25,436
+7,739
131
$5.24M 0.17%
16,391
+1,298
132
$5.21M 0.17%
56,186
+5,046
133
$5.16M 0.17%
+160,180
134
$5.15M 0.17%
+150,164
135
$5.11M 0.17%
61,026
+2,698
136
$5.11M 0.17%
83,779
-32,168
137
$5.08M 0.17%
47,335
+7,235
138
$5.07M 0.17%
33,162
+4,461
139
$5.07M 0.17%
105,050
+20,610
140
$5.04M 0.17%
151,240
+2,802
141
$5.04M 0.17%
61,471
-3,432
142
$4.98M 0.16%
30,239
-28,814
143
$4.92M 0.16%
65,569
+9,492
144
$4.89M 0.16%
61,559
-170,787
145
$4.89M 0.16%
72,724
-2,424
146
$4.86M 0.16%
7,948
-6,038
147
$4.84M 0.16%
56,710
-4,676
148
$4.84M 0.16%
36,544
+5,434
149
$4.81M 0.16%
25,539
+455
150
$4.79M 0.16%
50,894
-5,603
4 5
6
7 8