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
BJUN icon
426
Innovator US Equity Buffer ETF June
BJUN
$138M
$787K 0.03%
17,026
-169
IWO icon
427
iShares Russell 2000 Growth ETF
IWO
$13.8B
$785K 0.03%
2,501
+17
CI icon
428
Cigna
CI
$72.7B
$782K 0.03%
2,932
-33
FLMI icon
429
Franklin Dynamic Municipal Bond ETF
FLMI
$1.96B
$779K 0.03%
31,417
+1,694
EWJ icon
430
iShares MSCI Japan ETF
EWJ
$20.1B
$778K 0.03%
9,213
EXPE icon
431
Expedia Group
EXPE
$30.8B
$775K 0.03%
3,358
+1,061
IXN icon
432
iShares Global Tech ETF
IXN
$7.75B
$772K 0.03%
7,724
-50
IXJ icon
433
iShares Global Healthcare ETF
IXJ
$3.57B
$770K 0.03%
8,237
-4,391
BIZD icon
434
VanEck BDC Income ETF
BIZD
$1.52B
$769K 0.03%
60,086
+2,200
JCE icon
435
Nuveen Core Equity Alpha Fund
JCE
$271M
$762K 0.03%
51,574
LHX icon
436
L3Harris
LHX
$59.3B
$760K 0.03%
2,203
+38
PJUN icon
437
Innovator US Equity Power Buffer ETF June
PJUN
$642M
$753K 0.03%
18,002
-1
HACK icon
438
Amplify Cybersecurity ETF
HACK
$1.96B
$752K 0.03%
10,014
-822
TTMI icon
439
TTM Technologies
TTMI
$15.5B
$744K 0.03%
7,635
IVOO icon
440
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.4B
$744K 0.03%
6,505
-312
PBMY
441
PGIM US Large-Cap Buffer 20 ETF - May
PBMY
$18.1M
$743K 0.03%
24,546
-5,712
MAYW icon
442
AllianzIM U.S. Equity Buffer20 May ETF
MAYW
$135M
$743K 0.03%
21,977
-5,100
SILA
443
Sila Realty Trust
SILA
$1.68B
$742K 0.03%
31,323
+26,047
MTZ icon
444
MasTec
MTZ
$29.6B
$727K 0.02%
2,261
-221
BNOV icon
445
Innovator US Equity Buffer ETF November
BNOV
$232M
$727K 0.02%
16,894
-1
JULW icon
446
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$315M
$724K 0.02%
18,659
-10,780
PBJL
447
PGIM US Large-Cap Buffer 20 ETF - July
PBJL
$37.8M
$722K 0.02%
24,294
-14,156
HDV
448
iShares Core High Dividend ETF
HDV
$13.3B
$719K 0.02%
5,299
-39
IJS icon
449
iShares S&P Small-Cap 600 Value ETF
IJS
$7.72B
$716K 0.02%
6,041
-20
VNQ icon
450
Vanguard Real Estate ETF
VNQ
$36.7B
$709K 0.02%
7,991
+389
16 17
18
19 20