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
LUMN icon
626
Lumen
LUMN
$6.86B
$361K 0.01%
46,477
+10,800
EMXC icon
627
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.8B
$361K 0.01%
4,962
-143
NOC icon
628
Northrop Grumman
NOC
$104B
$360K 0.01%
632
+80
VIST icon
629
Vista Energy
VIST
$6.15B
$360K 0.01%
+7,405
FTNT icon
630
Fortinet
FTNT
$62.3B
$359K 0.01%
4,524
-1,541
IAK icon
631
iShares US Insurance ETF
IAK
$410M
$357K 0.01%
2,625
-92
TRGP icon
632
Targa Resources
TRGP
$50B
$356K 0.01%
1,932
-1
ALAB icon
633
Astera Labs
ALAB
$19.8B
$355K 0.01%
2,136
+10
SCYB icon
634
Schwab High Yield Bond ETF
SCYB
$2.38B
$355K 0.01%
13,451
+5,095
DUK icon
635
Duke Energy
DUK
$101B
$354K 0.01%
3,022
-1,947
STX icon
636
Seagate
STX
$86.1B
$351K 0.01%
1,276
-8
LGOV icon
637
First Trust Long Duration Opportunities ETF
LGOV
$676M
$351K 0.01%
16,095
+77
THNQ icon
638
ROBO Global Artificial Intelligence ETF
THNQ
$281M
$350K 0.01%
5,510
-200
WAB icon
639
Wabtec
WAB
$42.1B
$346K 0.01%
1,619
+1,206
JFR icon
640
Nuveen Floating Rate Income Fund
JFR
$1.2B
$341K 0.01%
43,500
QJUN icon
641
FT Vest Growth-100 Buffer ETF June
QJUN
$579M
$340K 0.01%
10,690
HL icon
642
Hecla Mining
HL
$14.8B
$339K 0.01%
17,684
MOAT icon
643
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$339K 0.01%
3,272
-62
RIO icon
644
Rio Tinto
RIO
$149B
$338K 0.01%
4,219
-39
IDV icon
645
iShares International Select Dividend ETF
IDV
$7.81B
$336K 0.01%
8,517
+2,124
FFC
646
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$757M
$335K 0.01%
20,276
+395
AEM icon
647
Agnico Eagle Mines
AEM
$114B
$334K 0.01%
1,973
+1
IWC icon
648
iShares Micro-Cap ETF
IWC
$1.27B
$333K 0.01%
2,109
-1,191
NKE icon
649
Nike
NKE
$83B
$332K 0.01%
5,213
-1,279
RMD icon
650
ResMed
RMD
$36B
$331K 0.01%
1,373
-5,666
24 25
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