SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,514
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$16.1M
3
+$11.2M
4
AVGO icon
Broadcom
AVGO
+$10.7M
5
PWR icon
Quanta Services
PWR
+$10.4M

Top Sells

1
+$66.4M
2
+$22.9M
3
+$16.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

Sector Composition

1 Technology 17.53%
2 Financials 5.5%
3 Communication Services 5.21%
4 Consumer Discretionary 4.86%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
351
Pfizer
PFE
$147B
$1.18M 0.04%
46,322
+522
KIE icon
352
State Street SPDR S&P Insurance ETF
KIE
$543M
$1.17M 0.04%
19,794
IXJ icon
353
iShares Global Healthcare ETF
IXJ
$4.71B
$1.17M 0.04%
13,159
-4,112
DE icon
354
Deere & Co
DE
$144B
$1.16M 0.04%
2,545
+451
DASH icon
355
DoorDash
DASH
$89B
$1.16M 0.04%
4,278
+223
SO icon
356
Southern Company
SO
$98.2B
$1.15M 0.04%
12,101
-369
PAPR icon
357
Innovator US Equity Power Buffer ETF April
PAPR
$781M
$1.15M 0.04%
29,867
-2,440
DBA icon
358
Invesco DB Agriculture Fund
DBA
$727M
$1.12M 0.04%
41,889
-4,839
NEM icon
359
Newmont
NEM
$130B
$1.11M 0.04%
13,199
-7,001
BABA icon
360
Alibaba
BABA
$403B
$1.11M 0.04%
6,218
+2,149
ET icon
361
Energy Transfer Partners
ET
$60.6B
$1.09M 0.04%
63,778
+929
PHO icon
362
Invesco Water Resources ETF
PHO
$2.19B
$1.09M 0.04%
15,131
-300
ECL icon
363
Ecolab
ECL
$79.3B
$1.09M 0.04%
3,976
+482
QGRO icon
364
American Century US Quality Growth ETF
QGRO
$2.29B
$1.09M 0.04%
9,492
+6,856
WM icon
365
Waste Management
WM
$91.2B
$1.09M 0.04%
4,916
-228
LII icon
366
Lennox International
LII
$18.1B
$1.08M 0.04%
2,041
+2,017
GSEW icon
367
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.57B
$1.08M 0.04%
12,656
SPYG icon
368
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$44.9B
$1.07M 0.04%
10,248
+912
HON icon
369
Honeywell
HON
$139B
$1.05M 0.04%
5,003
+205
VGK icon
370
Vanguard FTSE Europe ETF
VGK
$30.2B
$1.04M 0.04%
13,091
+517
T icon
371
AT&T
T
$167B
$1.04M 0.04%
36,961
-4,373
VV icon
372
Vanguard Large-Cap ETF
VV
$47.4B
$1.04M 0.04%
3,378
WPM icon
373
Wheaton Precious Metals
WPM
$62.5B
$1.04M 0.04%
9,285
+733
COP icon
374
ConocoPhillips
COP
$120B
$1.01M 0.03%
10,654
+31
BINC icon
375
BlackRock Flexible Income ETF
BINC
$15.7B
$996K 0.03%
18,706
+223
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15
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