SWM
Spire Wealth Management Portfolio holdings
AUM
$2.99B
1-Year Est. Return
23.47%
This Fund
S&P 500
1 Year Est. Return
+23.47%
AUM
$2.99B
AUM Growth
+$47.8M
(+1.6%)
Holding
2,506
Top Buys
| 1 | +$7.19M | |
| 2 | +$6.6M | |
| 3 | +$6.12M | |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$5.69M |
| 5 |
Cognizant
CTSH
|
+$5.43M |
Top Sells
| 1 | +$46.4M | |
| 2 | +$7.91M | |
| 3 | +$7.15M | |
| 4 |
Mercado Libre
MELI
|
+$5.55M |
| 5 |
Veeva Systems
VEEV
|
+$5.44M |
Sector Composition
| 1 | Technology | 17.66% |
| 2 | Financials | 5.28% |
| 3 | Communication Services | 5.15% |
| 4 | Consumer Discretionary | 4.63% |
| 5 | Healthcare | 3.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.65B
| – | – |
-694
|
|
||
|
IBHE
2502
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| – | – |
-56,550
|
|
||
|
IBTF
2503
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| – | – |
-2,072
|
|
||
2504
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.35B
| – | – |
-662
|
|
||
2505
Amplify Online Retail ETF
IBUY
$128M
| – | – |
-56
|
|