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
151
$4.7M 0.16%
10,273
-324
152
$4.57M 0.15%
32,120
+2,631
153
$4.57M 0.15%
118,004
+12,712
154
$4.49M 0.15%
22,410
+2,763
155
$4.48M 0.15%
31,484
-444
156
$4.45M 0.15%
57,587
+4,867
157
$4.39M 0.15%
129,274
+14,782
158
$4.38M 0.14%
22,618
+19,306
159
$4.35M 0.14%
56,666
-3,419
160
$4.26M 0.14%
45,810
-3,109
161
$4.26M 0.14%
45,403
+6,546
162
$4.26M 0.14%
27,321
-3,903
163
$4.22M 0.14%
11,588
+426
164
$4.17M 0.14%
56,478
+4,832
165
$4.16M 0.14%
43,718
-15,249
166
$4.16M 0.14%
59,172
+59,017
167
$4.15M 0.14%
39,601
+502
168
$4.12M 0.14%
194,845
+36,418
169
$4.08M 0.13%
80,505
-2,629
170
$4.07M 0.13%
36,838
-484,949
171
$3.98M 0.13%
24,288
+546
172
$3.95M 0.13%
48,371
-447
173
$3.93M 0.13%
118,088
+3,757
174
$3.91M 0.13%
13,721
+1,068
175
$3.91M 0.13%
20,894
+763
5 6
7
8 9