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
2001
$4.25K ﹤0.01%
+6
2002
$4.23K ﹤0.01%
50
2003
$4.23K ﹤0.01%
330
2004
$4.21K ﹤0.01%
28
-1
2005
$4.19K ﹤0.01%
59
-228
2006
$4.19K ﹤0.01%
161
+1
2007
$4.18K ﹤0.01%
359
+36
2008
$4.18K ﹤0.01%
+206
2009
$4.15K ﹤0.01%
300
2010
$4.14K ﹤0.01%
14
+3
2011
$4.04K ﹤0.01%
500
2012
$4.02K ﹤0.01%
77
2013
$4K ﹤0.01%
331
+1
2014
$3.98K ﹤0.01%
51
-300
2015
$3.96K ﹤0.01%
116
-500
2016
$3.91K ﹤0.01%
139
2017
$3.9K ﹤0.01%
+221
2018
$3.9K ﹤0.01%
107
2019
$3.9K ﹤0.01%
4,100
+900
2020
$3.89K ﹤0.01%
101
+29
2021
$3.88K ﹤0.01%
75
2022
$3.88K ﹤0.01%
+147
2023
$3.86K ﹤0.01%
283
2024
$3.84K ﹤0.01%
92
2025
$3.82K ﹤0.01%
201
79 80
81
82 83