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
176
$3.75M 0.12%
19,476
+323
177
$3.74M 0.12%
117,923
-1,853
178
$3.71M 0.12%
113,250
+103,440
179
$3.66M 0.12%
39,948
-389,489
180
$3.66M 0.12%
30,743
-366
181
$3.65M 0.12%
14,914
+5,932
182
$3.52M 0.12%
105,274
-133
183
$3.47M 0.11%
34,642
-7,607
184
$3.31M 0.11%
134,366
-3,680
185
$3.26M 0.11%
129,270
-3,148
186
$3.24M 0.11%
18,482
-377
187
$3.2M 0.11%
79,397
+536
188
$3.16M 0.1%
58,343
-2,480
189
$3.13M 0.1%
40,921
-175
190
$3.11M 0.1%
65,468
+62,654
191
$3M 0.1%
26,182
-3,243
192
$2.94M 0.1%
74,875
+881
193
$2.85M 0.09%
21,773
-858
194
$2.85M 0.09%
16,983
+3,135
195
$2.8M 0.09%
59,950
+450
196
$2.77M 0.09%
12,891
-2,828
197
$2.71M 0.09%
15,798
-222
198
$2.67M 0.09%
7,058
-4,847
199
$2.65M 0.09%
93,835
-4,150
200
$2.57M 0.08%
11,218
+6,532
6 7
8
9 10