SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,434
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.5M
3
+$8.64M
4
LRCX icon
Lam Research
LRCX
+$6.09M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.41M

Top Sells

1
+$7.52M
2
+$7.43M
3
+$6.64M
4
SHOP icon
Shopify
SHOP
+$6.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M

Sector Composition

1 Technology 16.61%
2 Communication Services 4.66%
3 Consumer Discretionary 4.53%
4 Financials 4.29%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
276
ConocoPhillips
COP
$148B
$1.79M 0.06%
13,551
+2,225
DFEV icon
277
Dimensional Emerging Markets Value ETF
DFEV
$1.76B
$1.79M 0.06%
49,981
+1,258
COR icon
278
Cencora
COR
$59.8B
$1.78M 0.06%
5,670
-83
BNDX icon
279
Vanguard Total International Bond ETF
BNDX
$77.9B
$1.77M 0.06%
36,898
-1,232
SO icon
280
Southern Company
SO
$105B
$1.77M 0.06%
18,355
+5,954
GDX icon
281
VanEck Gold Miners ETF
GDX
$29.2B
$1.77M 0.06%
19,298
-3,382
MDYG icon
282
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.7B
$1.76M 0.06%
18,361
+1,452
IWY icon
283
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$1.75M 0.06%
7,037
-3,088
FLNG icon
284
FLEX LNG
FLNG
$1.68B
$1.74M 0.06%
58,598
+2,211
DSI icon
285
iShares MSCI KLD 400 Social ETF
DSI
$5.12B
$1.74M 0.06%
14,329
-25
DJUL icon
286
FT Vest US Equity Deep Buffer ETF July
DJUL
$398M
$1.73M 0.06%
36,966
-1,000
ORCL icon
287
Oracle
ORCL
$500B
$1.7M 0.06%
11,567
+140
VYM icon
288
Vanguard High Dividend Yield ETF
VYM
$76B
$1.7M 0.06%
11,467
+398
BMAR icon
289
Innovator US Equity Buffer ETF March
BMAR
$196M
$1.7M 0.06%
32,326
WCMI
290
First Trust WCM International Equity ETF
WCMI
$1.19B
$1.69M 0.06%
+100,874
AXP icon
291
American Express
AXP
$215B
$1.69M 0.06%
5,586
-13,875
SPGI icon
292
S&P Global
SPGI
$129B
$1.68M 0.06%
3,946
-18
BXSL icon
293
Blackstone Secured Lending
BXSL
$5.43B
$1.68M 0.06%
70,827
-9,607
FTEC icon
294
Fidelity MSCI Information Technology Index ETF
FTEC
$18B
$1.67M 0.06%
8,050
+785
JMUB icon
295
JPMorgan Municipal ETF
JMUB
$7.38B
$1.66M 0.06%
33,301
+3,041
NEM icon
296
Newmont
NEM
$130B
$1.66M 0.06%
15,310
+2,758
VO icon
297
Vanguard Mid-Cap ETF
VO
$24.6B
$1.65M 0.06%
22,980
-956
AMGN icon
298
Amgen
AMGN
$186B
$1.65M 0.06%
4,684
+240
CGMS icon
299
Capital Group US Multi-Sector Income ETF
CGMS
$4.66B
$1.62M 0.06%
59,592
+44,140
MINT icon
300
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.6B
$1.6M 0.05%
15,949
+152
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