SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,506
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.6M
3
+$6.12M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.69M
5
CTSH icon
Cognizant
CTSH
+$5.43M

Top Sells

1
+$46.4M
2
+$7.91M
3
+$7.15M
4
MELI icon
Mercado Libre
MELI
+$5.55M
5
VEEV icon
Veeva Systems
VEEV
+$5.44M

Sector Composition

1 Technology 17.66%
2 Financials 5.28%
3 Communication Services 5.15%
4 Consumer Discretionary 4.63%
5 Healthcare 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFR icon
476
FT Vest Fund of Buffer ETFs
BUFR
$8.66B
$670K 0.02%
19,548
-359
ZTS icon
477
Zoetis
ZTS
$51.8B
$669K 0.02%
5,317
+294
FITB
478
Fifth Third Bancorp
FITB
$42.8B
$667K 0.02%
14,258
+5,325
GSLC icon
479
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$667K 0.02%
5,040
+1,969
ACMR icon
480
ACM Research
ACMR
$3.28B
$655K 0.02%
16,599
+18
EXPE icon
481
Expedia Group
EXPE
$28.6B
$651K 0.02%
2,297
+2,156
MDLZ icon
482
Mondelez International
MDLZ
$73.7B
$649K 0.02%
12,060
-773
HDV
483
iShares Core High Dividend ETF
HDV
$13.4B
$649K 0.02%
5,338
+875
VIOO icon
484
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.42B
$646K 0.02%
5,824
-180
DVY icon
485
iShares Select Dividend ETF
DVY
$22.4B
$644K 0.02%
4,566
+100
LPLA icon
486
LPL Financial
LPLA
$25.4B
$644K 0.02%
1,803
-203
LHX icon
487
L3Harris
LHX
$68B
$636K 0.02%
2,165
+64
ROBO icon
488
ROBO Global Robotics & Automation Index ETF
ROBO
$1.64B
$635K 0.02%
9,167
UNP icon
489
Union Pacific
UNP
$151B
$632K 0.02%
2,731
-605
SHEL icon
490
Shell
SHEL
$239B
$630K 0.02%
8,577
+7
BUG icon
491
Global X Cybersecurity ETF
BUG
$851M
$627K 0.02%
20,583
-989
FYEE icon
492
Fidelity Yield Enhanced Equity ETF
FYEE
$150M
$627K 0.02%
21,846
+17,924
MPWR icon
493
Monolithic Power Systems
MPWR
$53.5B
$624K 0.02%
689
+246
IGV icon
494
iShares Expanded Tech-Software Sector ETF
IGV
$10.8B
$612K 0.02%
5,790
-48
MDY icon
495
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.7B
$610K 0.02%
1,010
BXMX icon
496
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$606K 0.02%
41,243
+1,041
AZN icon
497
AstraZeneca
AZN
$306B
$603K 0.02%
6,556
+596
XBIL icon
498
US Treasury 6 Month Bill ETF
XBIL
$740M
$603K 0.02%
12,035
-3,298
EWW icon
499
iShares MSCI Mexico ETF
EWW
$2.44B
$602K 0.02%
8,677
+1
CRDO icon
500
Credo Technology Group
CRDO
$21.2B
$599K 0.02%
+4,164
18 19
20
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