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
2351
$534 ﹤0.01%
+49
2352
$533 ﹤0.01%
27
2353
$513 ﹤0.01%
+33
2354
$512 ﹤0.01%
114
+1
2355
$511 ﹤0.01%
+30
2356
– –
-167
2357
– –
-1,822
2358
– –
-33
2359
– –
-839,303
2360
– –
-1,350
2361
– –
-216
2362
– –
-5
2363
– –
-100
2364
– –
-100
2365
– –
-732
2366
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-130
2367
– –
-300
2368
– –
-913
2369
– –
-29,070
2370
– –
-54
2371
– –
-4,679
2372
– –
-619
2373
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-197
2374
– –
-100
2375
– –
-128
93 94
95
96 97