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
201
$2.47M 0.08%
67,224
-5,159
202
$2.47M 0.08%
11,205
+853
203
$2.46M 0.08%
22,525
+6,791
204
$2.44M 0.08%
76,433
+1,469
205
$2.43M 0.08%
106,681
-21,671
206
$2.41M 0.08%
74,887
-5,397
207
$2.4M 0.08%
23,402
-2,629
208
$2.39M 0.08%
4,948
+496
209
$2.39M 0.08%
75,775
-12,708
210
$2.39M 0.08%
65,398
211
$2.37M 0.08%
29,245
-74,030
212
$2.36M 0.08%
150,341
+119,961
213
$2.36M 0.08%
7,666
+1,097
214
$2.36M 0.08%
12,546
-11,117
215
$2.32M 0.08%
78,024
-5,143
216
$2.3M 0.08%
14,356
+5,155
217
$2.3M 0.08%
73,072
-194
218
$2.28M 0.08%
97,737
+5,761
219
$2.28M 0.08%
12,549
+4,686
220
$2.24M 0.07%
46,487
+6,081
221
$2.22M 0.07%
51,147
+4,434
222
$2.21M 0.07%
17,876
-857
223
$2.16M 0.07%
39,470
-11,255
224
$2.16M 0.07%
283,940
+222,690
225
$2.16M 0.07%
28,562
+2,638
7 8
9
10 11