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
IREN icon
651
Iris Energy
IREN
$12.6B
$327K 0.01%
8,655
+1,775
MGC icon
652
Vanguard Mega Cap 300 Index ETF
MGC
$9.32B
$327K 0.01%
1,300
PRFZ icon
653
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.65B
$326K 0.01%
7,115
+11
ED icon
654
Consolidated Edison
ED
$40.2B
$325K 0.01%
3,267
-1,025
HIPO icon
655
Hippo Holdings
HIPO
$669M
$324K 0.01%
+10,779
FISV
656
Fiserv Inc
FISV
$31.8B
$324K 0.01%
4,825
-859
YMAR icon
657
FT Vest International Equity Moderate Buffer ETF March
YMAR
$99M
$324K 0.01%
11,988
IYH icon
658
iShares US Healthcare ETF
IYH
$3.07B
$321K 0.01%
4,935
+7
ADSK icon
659
Autodesk
ADSK
$53.6B
$321K 0.01%
1,084
-3
EXPD icon
660
Expeditors International
EXPD
$18.9B
$318K 0.01%
2,137
+2,023
FANG icon
661
Diamondback Energy
FANG
$50.3B
$316K 0.01%
2,103
+29
HYG icon
662
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$315K 0.01%
3,907
+47
IVOV icon
663
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.18B
$315K 0.01%
3,118
PTLC icon
664
Pacer Trendpilot US Large Cap ETF
PTLC
$3.21B
$313K 0.01%
5,631
-30
VBK icon
665
Vanguard Small-Cap Growth ETF
VBK
$20.7B
$313K 0.01%
1,035
+6
VPL icon
666
Vanguard FTSE Pacific ETF
VPL
$8.26B
$312K 0.01%
3,450
+2,750
TMUS icon
667
T-Mobile US
TMUS
$241B
$311K 0.01%
1,533
+77
GEHC icon
668
GE HealthCare
GEHC
$33.1B
$311K 0.01%
3,787
+2,355
MARB icon
669
First Trust Merger Arbitrage ETF
MARB
$39.3M
$310K 0.01%
+15,006
CARR icon
670
Carrier Global
CARR
$48.8B
$309K 0.01%
5,854
+375
PLD icon
671
Prologis
PLD
$127B
$309K 0.01%
2,421
+12
TDIV icon
672
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.66B
$308K 0.01%
3,185
+854
CBOE icon
673
Cboe Global Markets
CBOE
$29.9B
$307K 0.01%
1,222
+210
O icon
674
Realty Income
O
$60.5B
$306K 0.01%
5,424
-799
AIVL icon
675
WisdomTree US AI Enhanced Value Fund
AIVL
$387M
$304K 0.01%
2,647
-1,534
25 26
27
28 29