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
ERO icon
351
Ero Copper
ERO
$2.85B
$1.26M 0.04%
47,174
-1,178
PFEB icon
352
Innovator US Equity Power Buffer ETF February
PFEB
$908M
$1.24M 0.04%
31,043
+17,482
SOFI icon
353
SoFi Technologies
SOFI
$23.5B
$1.24M 0.04%
78,120
-8,038
OKE icon
354
Oneok
OKE
$55.1B
$1.24M 0.04%
13,676
+1,537
IGSB icon
355
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
$1.2M 0.04%
22,799
+1,022
GARP
356
iShares MSCI USA Quality GARP ETF
GARP
$1.69B
$1.19M 0.04%
18,599
+6,783
LQD icon
357
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.1B
$1.18M 0.04%
10,846
-4,387
WFC icon
358
Wells Fargo
WFC
$243B
$1.18M 0.04%
14,821
-795
PAPR icon
359
Innovator US Equity Power Buffer ETF April
PAPR
$922M
$1.17M 0.04%
29,321
-69
SHW icon
360
Sherwin-Williams
SHW
$83.5B
$1.16M 0.04%
3,618
+201
MUB icon
361
iShares National Muni Bond ETF
MUB
$43.7B
$1.16M 0.04%
10,911
-133
VZ icon
362
Verizon
VZ
$194B
$1.14M 0.04%
22,799
+1,619
XLG icon
363
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
$1.14M 0.04%
20,865
-1,676
GWX icon
364
State Street SPDR S&P International Small Cap ETF
GWX
$904M
$1.14M 0.04%
26,926
-2,282
BINC icon
365
BlackRock Flexible Income ETF
BINC
$16.9B
$1.13M 0.04%
21,706
-1,045
WPM icon
366
Wheaton Precious Metals
WPM
$63.3B
$1.11M 0.04%
8,489
-118
VGK icon
367
Vanguard FTSE Europe ETF
VGK
$30.8B
$1.11M 0.04%
13,459
+79
DFLV icon
368
Dimensional US Large Cap Value ETF
DFLV
$5.93B
$1.11M 0.04%
31,054
+5,911
FSMD icon
369
Fidelity Small-Mid Multifactor ETF
FSMD
$2.35B
$1.1M 0.04%
24,543
+2,244
MTBA icon
370
Simplify MBS ETF
MTBA
$1.69B
$1.09M 0.04%
+22,100
KIE icon
371
State Street SPDR S&P Insurance ETF
KIE
$421M
$1.09M 0.04%
19,794
T icon
372
AT&T
T
$183B
$1.08M 0.04%
37,086
+1,216
UAPR icon
373
Innovator US Equity Ultra Buffer ETF April
UAPR
$153M
$1.07M 0.04%
31,916
-21,961
SCCO icon
374
Southern Copper
SCCO
$149B
$1.06M 0.04%
6,157
-40,184
GBTC icon
375
Grayscale Bitcoin Trust
GBTC
$30.8B
$1.05M 0.04%
19,882
-3,398
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