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
2026
$3.74K ﹤0.01%
35
2027
$3.73K ﹤0.01%
+160
2028
$3.69K ﹤0.01%
35
+15
2029
$3.69K ﹤0.01%
70
2030
$3.69K ﹤0.01%
112
2031
$3.67K ﹤0.01%
400
2032
$3.61K ﹤0.01%
+4,013
2033
$3.61K ﹤0.01%
30
2034
$3.58K ﹤0.01%
+90
2035
$3.58K ﹤0.01%
249
-2
2036
$3.54K ﹤0.01%
77
+5
2037
$3.53K ﹤0.01%
137
+1
2038
$3.51K ﹤0.01%
19
2039
$3.46K ﹤0.01%
+596
2040
$3.45K ﹤0.01%
+33
2041
$3.45K ﹤0.01%
52
-52
2042
$3.44K ﹤0.01%
65
2043
$3.43K ﹤0.01%
953
2044
$3.41K ﹤0.01%
58
2045
$3.39K ﹤0.01%
39
2046
$3.37K ﹤0.01%
45
+2
2047
$3.36K ﹤0.01%
225
+96
2048
$3.36K ﹤0.01%
133
2049
$3.36K ﹤0.01%
179
2050
$3.35K ﹤0.01%
100
80 81
82
83 84