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
1676
$12.9K ﹤0.01%
1,152
+470
1677
$12.9K ﹤0.01%
191
1678
$12.8K ﹤0.01%
46
1679
$12.7K ﹤0.01%
1,435
1680
$12.7K ﹤0.01%
153
-50
1681
$12.6K ﹤0.01%
200
1682
$12.6K ﹤0.01%
500
1683
$12.6K ﹤0.01%
498
1684
$12.5K ﹤0.01%
+500
1685
$12.5K ﹤0.01%
279
+10
1686
$12.5K ﹤0.01%
2,046
1687
$12.5K ﹤0.01%
365
-50
1688
$12.4K ﹤0.01%
126
1689
$12.4K ﹤0.01%
40
-35
1690
$12.4K ﹤0.01%
163
1691
$12.4K ﹤0.01%
221
-74
1692
$12.3K ﹤0.01%
436
-785
1693
$12.3K ﹤0.01%
1,000
1694
$12.2K ﹤0.01%
+156
1695
$12.2K ﹤0.01%
2,000
1696
$12.1K ﹤0.01%
1,302
1697
$12K ﹤0.01%
244
+10
1698
$12K ﹤0.01%
500
-450
1699
$12K ﹤0.01%
138
1700
$12K ﹤0.01%
1,500
-262
66 67
68
69 70