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
APA icon
476
APA Corp
APA
$13.3B
$654K 0.02%
15,402
+14,835
VIOO icon
477
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.71B
$653K 0.02%
5,683
-141
TMO icon
478
Thermo Fisher Scientific
TMO
$175B
$650K 0.02%
1,322
-155
FET icon
479
Forum Energy Technologies
FET
$702M
$646K 0.02%
+11,014
TFLR icon
480
T. Rowe Price Floating Rate ETF
TFLR
$549M
$644K 0.02%
12,782
+5,381
SRLN icon
481
State Street Blackstone Senior Loan ETF
SRLN
$4.8B
$643K 0.02%
16,017
+3,130
MPLX icon
482
MPLX
MPLX
$56.2B
$643K 0.02%
11,260
+850
ACMR icon
483
ACM Research
ACMR
$3.69B
$641K 0.02%
16,296
-303
VIST icon
484
Vista Energy
VIST
$7.39B
$640K 0.02%
8,486
+1,081
FHLC icon
485
Fidelity MSCI Health Care Index ETF
FHLC
$2.78B
$640K 0.02%
9,092
-350
FYEE icon
486
Fidelity Yield Enhanced Equity ETF
FYEE
$154M
$639K 0.02%
23,570
+1,724
AXON icon
487
Axon Enterprise
AXON
$32B
$639K 0.02%
1,505
-40
HIG icon
488
Hartford Financial Services
HIG
$37B
$633K 0.02%
4,684
-11,919
TMFC icon
489
Motley Fool 100 Index ETF
TMFC
$1.99B
$633K 0.02%
9,596
+32
IAGG icon
490
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
$632K 0.02%
12,636
+989
SPYD icon
491
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.21B
$631K 0.02%
13,871
+1,318
ROBO icon
492
ROBO Global Robotics & Automation Index ETF
ROBO
$1.75B
$627K 0.02%
9,170
+3
SKYY icon
493
First Trust Cloud Computing ETF
SKYY
$2.5B
$626K 0.02%
5,722
-1,214
CRH icon
494
CRH
CRH
$78.8B
$624K 0.02%
5,938
+5,926
MDY icon
495
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26B
$624K 0.02%
1,011
+1
FITB
496
Fifth Third Bancorp
FITB
$45B
$621K 0.02%
13,366
-892
ZTS icon
497
Zoetis
ZTS
$49.1B
$604K 0.02%
5,106
-211
SU icon
498
Suncor Energy
SU
$76B
$603K 0.02%
9,127
+189
JPC icon
499
Nuveen Preferred & Income Opportunities Fund
JPC
$2.95B
$603K 0.02%
79,969
-8,300
XBIL icon
500
US Treasury 6 Month Bill ETF
XBIL
$755M
$594K 0.02%
11,873
-162
18 19
20
21 22