SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
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 4.32%
5 Healthcare 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-48
2402
– –
-300
2403
– –
-48
2404
– –
-27,911
2405
– –
-4,170
2406
– –
-55
2407
– –
-31
2408
– –
-216
2409
– –
-100
2410
– –
-128
2411
– –
-201
2412
– –
-100
2413
– –
-100
2414
– –
-677
2415
– –
-717
2416
– –
-48
2417
– –
-250
2418
– –
-200
2419
– –
-55
2420
– –
-3,098
2421
– –
-50
2422
– –
-4
2423
– –
-214
2424
– –
-100
2425
– –
-63
95 96
97
98 99