SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
1-Year Return
19.36%
This Quarter Return
+7.78%
1 Year Return
+19.36%
3 Year Return
+70.94%
5 Year Return
–
10 Year Return
–
AUM
$2.57B
AUM Growth
+$790M
(+44%)
Cap. Flow
+$693M
Cap. Flow
% of AUM
26.99%
Top 10 Holdings %
Top 10 Hldgs %
24.86%
Holding
2,641
New
345
Increased
1,326
Reduced
396
Closed
169
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$57.2M |
| 2 |
Apple
AAPL
|
+$27.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$27.3M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$12.8M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$11.1M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$13.3M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$11.5M |
| 3 |
OPPX
Corbett Road Tactical Opportunity ETF
OPPX
|
+$10.7M |
| 4 |
T-Mobile US
TMUS
|
+$5.02M |
| 5 |
Lam Research
LRCX
|
+$4.99M |
Sector Composition
| 1 | Technology | 11.14% |
| 2 | Consumer Discretionary | 5.59% |
| 3 | Financials | 4.93% |
| 4 | Healthcare | 4.4% |
| 5 | Consumer Staples | 3.31% |
