SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
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
LRN icon
526
Stride
LRN
$2.7B
$497K 0.02%
3,340
+739
VHT icon
527
Vanguard Health Care ETF
VHT
$17.1B
$495K 0.02%
1,907
-1,291
SE icon
528
Sea Limited
SE
$75.9B
$494K 0.02%
2,762
+62
LQD icon
529
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33.2B
$493K 0.02%
4,422
+2,259
AJG icon
530
Arthur J. Gallagher & Co
AJG
$61.1B
$493K 0.02%
1,590
-100
IWC icon
531
iShares Micro-Cap ETF
IWC
$1.08B
$492K 0.02%
3,300
-138
GOVI icon
532
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$903M
$491K 0.02%
17,700
SNPS icon
533
Synopsys
SNPS
$88.8B
$490K 0.02%
993
+248
NRG icon
534
NRG Energy
NRG
$31.4B
$486K 0.02%
3,004
+422
AAPR icon
535
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
$57.9M
$486K 0.02%
17,397
BR icon
536
Broadridge
BR
$26.6B
$486K 0.02%
2,041
-42
DAUG icon
537
FT Vest US Equity Deep Buffer ETF August
DAUG
$353M
$485K 0.02%
11,121
-18,721
EXC icon
538
Exelon
EXC
$43.7B
$482K 0.02%
10,717
+1,533
IQLT icon
539
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$478K 0.02%
10,827
-220
AIVL icon
540
WisdomTree US AI Enhanced Value Fund
AIVL
$378M
$478K 0.02%
4,181
+1
SCHM icon
541
Schwab US Mid-Cap ETF
SCHM
$12.3B
$477K 0.02%
16,091
+39
MLI icon
542
Mueller Industries
MLI
$12.4B
$477K 0.02%
4,715
+631
EMR icon
543
Emerson Electric
EMR
$76.4B
$475K 0.02%
3,619
-323
SAND
544
DELISTED
Sandstorm Gold
SAND
$471K 0.02%
37,617
+730
IWN icon
545
iShares Russell 2000 Value ETF
IWN
$12B
$471K 0.02%
2,662
+366
WCN icon
546
Waste Connections
WCN
$43.6B
$470K 0.02%
2,675
-3,627
FSIG icon
547
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.42B
$469K 0.02%
24,415
-1,557
AMT icon
548
American Tower
AMT
$85.8B
$468K 0.02%
2,432
-266
FXH icon
549
First Trust Health Care AlphaDEX Fund
FXH
$935M
$467K 0.02%
4,262
-116
QMAR icon
550
FT Vest Growth-100 Buffer ETF March
QMAR
$452M
$464K 0.02%
14,432
-427
20 21
22
23 24