SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
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
+$7.65M
2
+$6.51M
3
+$6.02M
4
DELL icon
Dell
DELL
+$5.9M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.77M

Top Sells

1
+$46.4M
2
+$7.18M
3
+$6.98M
4
ADBE icon
Adobe
ADBE
+$5.54M
5
GEV icon
GE Vernova
GEV
+$5.46M

Sector Composition

1 Technology 17.66%
2 Financials 5.27%
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
SHOP icon
51
Shopify
SHOP
$180B
$12.1M 0.4%
75,101
-2,861
GLD icon
52
SPDR Gold Trust
GLD
$167B
$12.1M 0.4%
30,434
-2,371
EMB icon
53
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.8B
$12M 0.4%
124,741
-460
IAU icon
54
iShares Gold Trust
IAU
$76.3B
$11.9M 0.4%
146,095
+35,028
ANET icon
55
Arista Networks
ANET
$160B
$11.9M 0.4%
90,468
+5,818
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.04T
$11.6M 0.39%
23,098
-4,330
MAR icon
57
Marriott International
MAR
$86B
$11.6M 0.39%
37,343
-2,706
MCK icon
58
McKesson
MCK
$102B
$11.3M 0.38%
13,800
-316
GS icon
59
Goldman Sachs
GS
$286B
$11.2M 0.37%
12,703
+232
PANW icon
60
Palo Alto Networks
PANW
$126B
$10.6M 0.35%
57,334
+7,396
DFAT icon
61
Dimensional US Targeted Value ETF
DFAT
$13B
$10.5M 0.35%
176,091
+5,273
IEF icon
62
iShares 7-10 Year Treasury Bond ETF
IEF
$45.9B
$10.4M 0.35%
107,834
+4,305
VWO icon
63
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$9.49M 0.32%
176,458
+311
DFAS icon
64
Dimensional US Small Cap ETF
DFAS
$13.1B
$9.46M 0.32%
135,829
+3,773
IYW icon
65
iShares US Technology ETF
IYW
$20.6B
$9.42M 0.32%
47,194
-3,847
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$109B
$9.37M 0.31%
141,943
+3,275
PWR icon
67
Quanta Services
PWR
$70.6B
$9.25M 0.31%
21,921
-3,799
XBI icon
68
State Street SPDR S&P Biotech ETF
XBI
$8.47B
$9.15M 0.31%
75,082
+62,717
QUAL icon
69
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
$8.9M 0.3%
44,829
-5,906
EFV icon
70
iShares MSCI EAFE Value ETF
EFV
$28.4B
$8.83M 0.3%
123,689
+580
SECT icon
71
Main Sector Rotation ETF
SECT
$2.47B
$8.56M 0.29%
132,626
+17,414
TSLA icon
72
Tesla
TSLA
$1.43T
$8.42M 0.28%
18,713
-178
HOOD icon
73
Robinhood
HOOD
$95.2B
$8.07M 0.27%
71,345
-3,090
VTI icon
74
Vanguard Total Stock Market ETF
VTI
$577B
$8.03M 0.27%
23,943
+3,041
TIP icon
75
iShares TIPS Bond ETF
TIP
$14B
$8.01M 0.27%
72,906
+930
1 2
3
4 5