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
1951
$5.07K ﹤0.01%
200
1952
$5.07K ﹤0.01%
1,000
1953
$5.05K ﹤0.01%
480
1954
$5K ﹤0.01%
25
1955
$5K ﹤0.01%
230
1956
$4.98K ﹤0.01%
51
-2
1957
$4.98K ﹤0.01%
106
1958
$4.95K ﹤0.01%
600
1959
$4.93K ﹤0.01%
51
1960
$4.92K ﹤0.01%
109
1961
$4.9K ﹤0.01%
302
+2
1962
$4.88K ﹤0.01%
309
1963
$4.88K ﹤0.01%
43
+36
1964
$4.82K ﹤0.01%
140
1965
$4.81K ﹤0.01%
49
+1
1966
$4.8K ﹤0.01%
104
1967
$4.74K ﹤0.01%
1,518
1968
$4.73K ﹤0.01%
67
-204
1969
$4.72K ﹤0.01%
236
1970
$4.71K ﹤0.01%
458
1971
$4.66K ﹤0.01%
199
+169
1972
$4.63K ﹤0.01%
300
+200
1973
$4.63K ﹤0.01%
100
1974
$4.62K ﹤0.01%
100
1975
$4.61K ﹤0.01%
252
+2
77 78
79
80 81