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
FANG icon
526
Diamondback Energy
FANG
$54.8B
$533K 0.02%
2,696
+593
FTCS icon
527
First Trust Capital Strength ETF
FTCS
$7.85B
$532K 0.02%
5,733
-2,245
FV icon
528
First Trust Dorsey Wright Focus 5 ETF
FV
$3.5B
$526K 0.02%
8,705
+233
PAVE icon
529
Global X US Infrastructure Development ETF
PAVE
$12.9B
$525K 0.02%
10,336
-23,198
IRM icon
530
Iron Mountain
IRM
$34.5B
$525K 0.02%
5,138
-6,335
BSX icon
531
Boston Scientific
BSX
$92.2B
$522K 0.02%
8,313
-11,467
IWV icon
532
iShares Russell 3000 ETF
IWV
$18.8B
$520K 0.02%
1,402
+332
SLB icon
533
SLB Ltd
SLB
$84.3B
$518K 0.02%
10,071
+10
QCOM icon
534
Qualcomm
QCOM
$159B
$516K 0.02%
4,009
-10,114
BDEC icon
535
Innovator US Equity Buffer ETF December
BDEC
$247M
$506K 0.02%
10,544
CW icon
536
Curtiss-Wright
CW
$26.5B
$505K 0.02%
742
+56
BTC
537
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
$505K 0.02%
16,838
-2,846
ITUB icon
538
Itaú Unibanco
ITUB
$97.5B
$505K 0.02%
60,259
+98
PH icon
539
Parker-Hannifin
PH
$123B
$504K 0.02%
563
-851
AAPR icon
540
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
AAPR
$52.1M
$501K 0.02%
17,400
-3
IWN icon
541
iShares Russell 2000 Value ETF
IWN
$13.3B
$501K 0.02%
2,641
+168
SUB icon
542
iShares Short-Term National Muni Bond ETF
SUB
$11B
$500K 0.02%
4,699
-828
ARES icon
543
Ares Management
ARES
$25.9B
$495K 0.02%
4,540
-295
XHB icon
544
State Street SPDR S&P Homebuilders ETF
XHB
$1.55B
$494K 0.02%
5,003
-642
AVLV icon
545
Avantis US Large Cap Value ETF
AVLV
$11.5B
$492K 0.02%
+6,098
IBB icon
546
iShares Biotechnology ETF
IBB
$8.33B
$486K 0.02%
2,878
+128
NAD icon
547
Nuveen Quality Municipal Income Fund
NAD
$2.75B
$484K 0.02%
42,047
PECO icon
548
Phillips Edison & Co
PECO
$4.97B
$483K 0.02%
12,917
-2,727
PIO icon
549
Invesco Global Water ETF
PIO
$283M
$483K 0.02%
11,130
-1
GOVI icon
550
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.14B
$483K 0.02%
17,700
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