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
EXC icon
551
Exelon
EXC
$50.1B
$486K 0.02%
11,149
+432
FXH icon
552
First Trust Health Care AlphaDEX Fund
FXH
$874M
$479K 0.02%
4,205
-57
IQLT icon
553
iShares MSCI Intl Quality Factor ETF
IQLT
$12.2B
$477K 0.02%
10,487
-340
IBDR icon
554
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.71B
$477K 0.02%
19,667
+2,963
KURE icon
555
KraneShares MSCI All China Health Care Index ETF
KURE
$82.9M
$476K 0.02%
27,950
KOMP icon
556
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.48B
$474K 0.02%
+7,941
MDT icon
557
Medtronic
MDT
$115B
$471K 0.02%
4,904
+1,339
DAUG icon
558
FT Vest US Equity Deep Buffer ETF August
DAUG
$345M
$468K 0.02%
10,546
-575
FSIG icon
559
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.5B
$466K 0.02%
24,270
-145
ICSH icon
560
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
$465K 0.02%
9,185
+406
IBB icon
561
iShares Biotechnology ETF
IBB
$8.54B
$464K 0.02%
2,750
+850
COWZ icon
562
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$461K 0.02%
7,662
+817
CWB icon
563
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.23B
$455K 0.02%
5,099
+8
UEC icon
564
Uranium Energy
UEC
$7B
$449K 0.02%
38,450
-1,875
ES icon
565
Eversource Energy
ES
$27.6B
$449K 0.02%
6,668
-1,876
AIQ icon
566
Global X Artificial Intelligence & Technology ETF
AIQ
$7.75B
$449K 0.02%
8,819
IWN icon
567
iShares Russell 2000 Value ETF
IWN
$12.5B
$448K 0.02%
2,473
-189
PRF icon
568
Invesco FTSE RAFI US 1000 ETF
PRF
$8.82B
$446K 0.01%
9,499
+9
BR icon
569
Broadridge
BR
$21.8B
$443K 0.01%
1,986
-55
OUST icon
570
Ouster
OUST
$1.34B
$440K 0.01%
+20,324
SNPS icon
571
Synopsys
SNPS
$82.9B
$439K 0.01%
934
-59
IHI icon
572
iShares US Medical Devices ETF
IHI
$3.39B
$435K 0.01%
7,003
-527
DASH icon
573
DoorDash
DASH
$73.8B
$435K 0.01%
1,921
-2,357
INOD icon
574
Innodata
INOD
$1.4B
$434K 0.01%
8,526
+7,864
RKT icon
575
Rocket Companies
RKT
$43.6B
$432K 0.01%
22,317
-228,003
21 22
23
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