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
TXN icon
576
Texas Instruments
TXN
$252B
$441K 0.02%
2,270
-37
GLDM icon
577
SPDR Gold MiniShares Trust
GLDM
$31.2B
$441K 0.02%
4,753
-282
CBOE icon
578
Cboe Global Markets
CBOE
$31.8B
$431K 0.01%
1,535
+313
FPE icon
579
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$431K 0.01%
24,276
+2,618
SCHM icon
580
Schwab US Mid-Cap ETF
SCHM
$14.1B
$431K 0.01%
13,912
-3,146
IBIT icon
581
iShares Bitcoin Trust
IBIT
$62B
$430K 0.01%
11,201
+260
GSLC icon
582
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$430K 0.01%
3,438
-1,602
WSM icon
583
Williams-Sonoma
WSM
$22.7B
$429K 0.01%
2,354
+1,650
KMI icon
584
Kinder Morgan
KMI
$70.6B
$428K 0.01%
12,750
-514
FXH icon
585
First Trust Health Care AlphaDEX Fund
FXH
$866M
$426K 0.01%
3,882
-323
YUM icon
586
Yum! Brands
YUM
$44.3B
$419K 0.01%
2,695
HOOD icon
587
Robinhood
HOOD
$76.3B
$417K 0.01%
6,024
-65,321
LNG icon
588
Cheniere Energy
LNG
$54B
$413K 0.01%
1,454
-26
PDP icon
589
Invesco Dorsey Wright Momentum ETF
PDP
$1.44B
$411K 0.01%
3,404
GBIL icon
590
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.5B
$411K 0.01%
4,100
+2,424
QMAR icon
591
FT Vest Growth-100 Buffer ETF March
QMAR
$525M
$407K 0.01%
12,095
-760
WEC icon
592
WEC Energy
WEC
$37.3B
$406K 0.01%
3,505
+3,087
BMY icon
593
Bristol-Myers Squibb
BMY
$120B
$405K 0.01%
6,673
-483
NG icon
594
NovaGold Resources
NG
$3.79B
$400K 0.01%
44,540
RIO icon
595
Rio Tinto
RIO
$162B
$399K 0.01%
4,274
+55
ADC icon
596
Agree Realty
ADC
$9.21B
$395K 0.01%
5,240
SCMB icon
597
Schwab Municipal Bond ETF
SCMB
$3.6B
$395K 0.01%
+15,492
FEMB icon
598
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$365M
$394K 0.01%
13,697
+786
OPPJ
599
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$263M
$391K 0.01%
+7,195
VOX icon
600
Vanguard Communication Services ETF
VOX
$5.92B
$390K 0.01%
2,167
-390
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