SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,514
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$16.1M
3
+$11.2M
4
AVGO icon
Broadcom
AVGO
+$10.7M
5
PWR icon
Quanta Services
PWR
+$10.4M

Top Sells

1
+$66.4M
2
+$22.9M
3
+$16.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

Sector Composition

1 Technology 17.53%
2 Financials 5.5%
3 Communication Services 5.21%
4 Consumer Discretionary 4.86%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANET icon
51
Arista Networks
ANET
$162B
$12.3M 0.42%
84,650
+27,646
EMB icon
52
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.4B
$11.9M 0.41%
125,201
-2,571
HD icon
53
Home Depot
HD
$353B
$11.7M 0.4%
28,843
-198
GLD icon
54
SPDR Gold Trust
GLD
$141B
$11.7M 0.4%
32,805
+3,864
SHOP icon
55
Shopify
SHOP
$210B
$11.6M 0.39%
77,962
+7,851
FBTC icon
56
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$11.3M 0.39%
113,439
+61,904
KLAC icon
57
KLA
KLAC
$160B
$11.3M 0.38%
10,467
-2,990
MCK icon
58
McKesson
MCK
$99.8B
$10.9M 0.37%
14,116
+2,321
PWR icon
59
Quanta Services
PWR
$68.7B
$10.7M 0.36%
25,720
+25,201
HOOD icon
60
Robinhood
HOOD
$119B
$10.7M 0.36%
74,435
+53,087
MAR icon
61
Marriott International
MAR
$78.5B
$10.4M 0.36%
40,049
+656
PANW icon
62
Palo Alto Networks
PANW
$139B
$10.2M 0.35%
49,938
+1,197
IYW icon
63
iShares US Technology ETF
IYW
$21.4B
$10M 0.34%
51,041
-2,017
IEF icon
64
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$9.99M 0.34%
103,529
-541
DFAT icon
65
Dimensional US Targeted Value ETF
DFAT
$12B
$9.94M 0.34%
170,818
-1,288
GS icon
66
Goldman Sachs
GS
$256B
$9.93M 0.34%
12,471
+7,319
QUAL icon
67
iShares MSCI USA Quality Factor ETF
QUAL
$48.5B
$9.87M 0.34%
50,735
-1,265
VWO icon
68
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$9.54M 0.32%
176,147
+119,635
ORLY icon
69
O'Reilly Automotive
ORLY
$83.5B
$9.27M 0.32%
86,028
+15,174
ORCL icon
70
Oracle
ORCL
$620B
$9.11M 0.31%
32,381
+23,498
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$102B
$9.05M 0.31%
138,668
-14,173
DFAS icon
72
Dimensional US Small Cap ETF
DFAS
$12B
$9.04M 0.31%
132,056
-1,061
GEV icon
73
GE Vernova
GEV
$171B
$9.03M 0.31%
14,678
+10,159
VUG icon
74
Vanguard Growth ETF
VUG
$203B
$8.71M 0.3%
18,159
-698
VOT icon
75
Vanguard Mid-Cap Growth ETF
VOT
$18B
$8.41M 0.29%
28,635
+25,480
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3
4 5