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
2326
$652 ﹤0.01%
200
2327
$648 ﹤0.01%
+16
2328
$648 ﹤0.01%
20
2329
$646 ﹤0.01%
+22
2330
$642 ﹤0.01%
34
2331
$640 ﹤0.01%
28
-42
2332
$639 ﹤0.01%
10
2333
$638 ﹤0.01%
50
2334
$625 ﹤0.01%
+108
2335
$619 ﹤0.01%
+64
2336
$600 ﹤0.01%
50
2337
$600 ﹤0.01%
+5
2338
$590 ﹤0.01%
+125
2339
$590 ﹤0.01%
57
-13
2340
$590 ﹤0.01%
+20
2341
$589 ﹤0.01%
+10
2342
$586 ﹤0.01%
31
2343
$584 ﹤0.01%
101
+1
2344
$584 ﹤0.01%
+14
2345
$567 ﹤0.01%
+70
2346
$557 ﹤0.01%
+40
2347
$557 ﹤0.01%
+10
2348
$551 ﹤0.01%
29
-38
2349
$548 ﹤0.01%
+27
2350
$546 ﹤0.01%
+10
92 93
94
95 96