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
IAU icon
51
iShares Gold Trust
IAU
$75.2B
$12.4M 0.42%
140,549
-5,546
V icon
52
Visa
V
$594B
$12.2M 0.42%
40,318
-111
EMB icon
53
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$12.1M 0.41%
129,134
+4,393
XLV icon
54
State Street Health Care Select Sector SPDR ETF
XLV
$38.4B
$12M 0.41%
81,628
-5,855
MCK icon
55
McKesson
MCK
$103B
$11.8M 0.4%
13,628
-172
MAR icon
56
Marriott International
MAR
$99.5B
$11.7M 0.4%
35,911
-1,432
IEF icon
57
iShares 7-10 Year Treasury Bond ETF
IEF
$48.6B
$11.6M 0.39%
121,129
+13,295
PLTR icon
58
Palantir
PLTR
$339B
$11.6M 0.39%
78,960
-6,699
LRCX icon
59
Lam Research
LRCX
$323B
$11.3M 0.39%
52,821
+27,221
DFAT icon
60
Dimensional US Targeted Value ETF
DFAT
$13.7B
$11.1M 0.38%
178,309
+2,218
GS icon
61
Goldman Sachs
GS
$275B
$10.7M 0.36%
12,622
-81
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.01T
$10.7M 0.36%
22,229
-869
DFAS icon
63
Dimensional US Small Cap ETF
DFAS
$14B
$9.84M 0.34%
138,294
+2,465
PANW icon
64
Palo Alto Networks
PANW
$140B
$9.19M 0.31%
57,346
+12
TSM icon
65
TSMC
TSM
$1.98T
$9.08M 0.31%
26,879
+14,177
HD icon
66
Home Depot
HD
$339B
$8.97M 0.31%
27,275
+5,159
EFV icon
67
iShares MSCI EAFE Value ETF
EFV
$29.5B
$8.91M 0.3%
119,881
-3,808
FIX icon
68
Comfort Systems
FIX
$62.4B
$8.89M 0.3%
6,450
+1,060
XBI icon
69
State Street SPDR S&P Biotech ETF
XBI
$8.65B
$8.76M 0.3%
68,553
-6,529
IJH icon
70
iShares Core S&P Mid-Cap ETF
IJH
$115B
$8.71M 0.3%
128,960
-12,983
ANET icon
71
Arista Networks
ANET
$217B
$8.65M 0.3%
70,447
-20,021
SOXX icon
72
iShares Semiconductor ETF
SOXX
$29.2B
$8.61M 0.29%
26,185
+14,639
IYW icon
73
iShares US Technology ETF
IYW
$20.6B
$8.35M 0.28%
46,022
-1,172
QUAL icon
74
iShares MSCI USA Quality Factor ETF
QUAL
$49.6B
$8.23M 0.28%
42,929
-1,900
VXUS icon
75
Vanguard Total International Stock ETF
VXUS
$142B
$8.06M 0.27%
104,491
+26,562
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3
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