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
IYH icon
676
iShares US Healthcare ETF
IYH
$2.84B
$304K 0.01%
4,937
+2
IBHF icon
677
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.01B
$304K 0.01%
13,248
-12,689
LUMN icon
678
Lumen
LUMN
$9.28B
$298K 0.01%
42,852
-3,625
PDI icon
679
PIMCO Dynamic Income Fund
PDI
$7.61B
$298K 0.01%
17,398
+3,099
BTI icon
680
British American Tobacco
BTI
$124B
$297K 0.01%
5,080
-30
XNTK icon
681
State Street SPDR NYSE Technology ETF
XNTK
$1.78B
$296K 0.01%
1,159
-161
PTLC icon
682
Pacer Trendpilot US Large Cap ETF
PTLC
$3.2B
$295K 0.01%
5,631
MOAT icon
683
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$295K 0.01%
3,046
-226
SCHA icon
684
Schwab U.S Small- Cap ETF
SCHA
$22B
$293K 0.01%
10,078
+6
RSPN icon
685
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$822M
$292K 0.01%
5,074
+215
NLY icon
686
Annaly Capital Management
NLY
$16.4B
$291K 0.01%
13,772
+1,597
FDN icon
687
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.12B
$289K 0.01%
1,236
-640
FXG icon
688
First Trust Consumer Staples AlphaDEX Fund
FXG
$247M
$285K 0.01%
4,473
IEV icon
689
iShares Europe ETF
IEV
$1.72B
$284K 0.01%
4,175
CGNG
690
Capital Group New Geography Equity ETF
CGNG
$2.02B
$283K 0.01%
8,962
CTVA icon
691
Corteva
CTVA
$53.5B
$283K 0.01%
3,380
-448
MLI icon
692
Mueller Industries
MLI
$15B
$282K 0.01%
2,546
-2,428
DOV icon
693
Dover
DOV
$30.7B
$282K 0.01%
1,351
-13
RJF icon
694
Raymond James Financial
RJF
$29.9B
$280K 0.01%
1,934
+1,907
IVLU icon
695
iShares MSCI Intl Value Factor ETF
IVLU
$3.92B
$277K 0.01%
6,975
-7
AMT icon
696
American Tower
AMT
$83.5B
$276K 0.01%
1,598
+87
HLT icon
697
Hilton Worldwide
HLT
$76.5B
$275K 0.01%
903
-10
CME icon
698
CME Group
CME
$104B
$270K 0.01%
913
+96
PSEC icon
699
Prospect Capital
PSEC
$1.32B
$268K 0.01%
102,608
+558
VGSH icon
700
Vanguard Short-Term Treasury ETF
VGSH
$29B
$267K 0.01%
4,557
-51
26 27
28
29 30