SWM
Spire Wealth Management Portfolio holdings
AUM
$2.78B
1-Year Est. Return
19.36%
1 Year Est. Return
+19.36%
AUM
$2.78B
AUM Growth
-$340M
(-11%)
Holding
2,613
Top Buys
| 1 | +$80.7M | |
| 2 | +$14.5M | |
| 3 | +$6.25M | |
| 4 |
Spotify
SPOT
|
+$4.37M |
| 5 |
Intuit
INTU
|
+$3.47M |
Top Sells
| 1 | +$25M | |
| 2 | +$23.6M | |
| 3 | +$23.1M | |
| 4 |
Apple
AAPL
|
+$23M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$22.7M |
Sector Composition
| 1 | Technology | 15.45% |
| 2 | Financials | 5.07% |
| 3 | Consumer Discretionary | 4.91% |
| 4 | Communication Services | 4.74% |
| 5 | Healthcare | 2.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2601
Global X US Preferred ETF
PFFD
$2.35B
| – | – |
-276
|
|
||
2602
VanEck Preferred Securities ex Financials ETF
PFXF
$1.95B
| $0 | ﹤0.01% |
+2
|
|
||
2603
Invesco Financial Preferred ETF
PGF
$798M
| – | – |
-200
|
|
||
2604
PGIM Active High Yield Bond ETF
PHYL
$436M
| – | – |
-186
|
|
||
2605
Photronics
PLAB
$1.39B
| – | – |
-655
|
|
||
2606
Palomar
PLMR
$3.15B
| – | – |
-6,682
|
|
||
|
PLYA
2607
DELISTED
Playa Hotels & Resorts
PLYA
| – | – |
-500
|
|
||
2608
Park National Corp
PRK
$2.6B
| – | – |
-100
|
|
||
2609
Invesco S&P SmallCap Industrials ETF
PSCI
$148M
| – | – |
-22
|
|
||
2610
ProShares Short QQQ
PSQ
$530M
| – | – |
-100
|
|
||
2611
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
QDPL
$1.25B
| – | – |
-1,500
|
|