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
FPEI icon
626
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.92B
$350K 0.01%
18,417
-1,609
SLQD icon
627
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.33B
$344K 0.01%
6,818
-325
CAVA icon
628
CAVA Group
CAVA
$11.1B
$344K 0.01%
4,247
-78
SCHP icon
629
Schwab US TIPS ETF
SCHP
$15.7B
$341K 0.01%
12,817
+2,174
PRFZ icon
630
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
$340K 0.01%
7,410
+295
MNST icon
631
Monster Beverage
MNST
$76.5B
$338K 0.01%
4,664
-617
VPL icon
632
Vanguard FTSE Pacific ETF
VPL
$8.05B
$337K 0.01%
3,450
IWC icon
633
iShares Micro-Cap ETF
IWC
$1.36B
$337K 0.01%
2,109
AEM icon
634
Agnico Eagle Mines
AEM
$100B
$336K 0.01%
1,656
-317
QJUN icon
635
FT Vest Growth-100 Buffer ETF June
QJUN
$631M
$334K 0.01%
10,690
SNPS icon
636
Synopsys
SNPS
$95.9B
$332K 0.01%
838
-96
VLTO icon
637
Veralto
VLTO
$21.8B
$332K 0.01%
3,751
+1,325
BABA icon
638
Alibaba
BABA
$326B
$330K 0.01%
2,633
-151
NDAQ icon
639
Nasdaq
NDAQ
$51.1B
$330K 0.01%
3,891
+44
LIN icon
640
Linde
LIN
$236B
$330K 0.01%
666
-39
HL icon
641
Hecla Mining
HL
$12.6B
$330K 0.01%
17,709
+25
O icon
642
Realty Income
O
$59.1B
$330K 0.01%
5,392
-32
TAFL icon
643
AB Tax-Aware Long Municipal ETF
TAFL
$50.3M
$328K 0.01%
+13,192
INCY icon
644
Incyte
INCY
$18.8B
$328K 0.01%
3,487
+2,361
AME icon
645
Ametek
AME
$53.4B
$328K 0.01%
1,530
+1,519
YMAR icon
646
FT Vest International Equity Moderate Buffer ETF March
YMAR
$131M
$328K 0.01%
11,988
VDC icon
647
Vanguard Consumer Staples ETF
VDC
$8.05B
$327K 0.01%
1,458
+78
IREN icon
648
Iris Energy
IREN
$16.8B
$326K 0.01%
9,523
+868
BR icon
649
Broadridge
BR
$18.1B
$324K 0.01%
1,997
+11
POWL icon
650
Powell Industries
POWL
$9.21B
$324K 0.01%
1,794
-240
24 25
26
27 28