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
VMBS icon
726
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$248K 0.01%
5,271
-1,034
WDC icon
727
Western Digital
WDC
$59.6B
$246K 0.01%
2,048
+1,719
UPRO icon
728
ProShares UltraPro S&P 500
UPRO
$4.7B
$246K 0.01%
2,205
+1,104
NVO icon
729
Novo Nordisk
NVO
$224B
$244K 0.01%
4,405
-5,316
LMBS icon
730
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.66B
$244K 0.01%
4,902
-1,826
DOV icon
731
Dover
DOV
$27.6B
$243K 0.01%
1,455
+278
NVR icon
732
NVR
NVR
$20.7B
$241K 0.01%
30
DMAR icon
733
FT Vest US Equity Deep Buffer ETF March
DMAR
$361M
$241K 0.01%
5,903
-412
SCHB icon
734
Schwab US Broad Market ETF
SCHB
$37.9B
$240K 0.01%
9,343
+10
VYMI icon
735
Vanguard International High Dividend Yield ETF
VYMI
$14.2B
$239K 0.01%
2,822
+665
HLT icon
736
Hilton Worldwide
HLT
$66.7B
$236K 0.01%
911
-48
JVAL icon
737
JPMorgan US Value Factor ETF
JVAL
$588M
$236K 0.01%
4,966
WRB icon
738
W.R. Berkley
WRB
$26.2B
$236K 0.01%
3,076
+1,075
RDDT icon
739
Reddit
RDDT
$42B
$235K 0.01%
1,020
+513
PJAN icon
740
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$234K 0.01%
5,111
-1
IDV icon
741
iShares International Select Dividend ETF
IDV
$6.49B
$234K 0.01%
6,393
+17
POWL icon
742
Powell Industries
POWL
$4.02B
$233K 0.01%
763
+661
HYGV icon
743
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.18B
$232K 0.01%
5,637
-1,219
PSX icon
744
Phillips 66
PSX
$56.8B
$230K 0.01%
1,692
+152
TDIV icon
745
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.71B
$230K 0.01%
2,331
+1,332
VUSB icon
746
Vanguard Ultra-Short Bond ETF
VUSB
$6.42B
$229K 0.01%
+4,583
GMAR icon
747
FT Vest US Equity Moderate Buffer ETF March
GMAR
$389M
$227K 0.01%
5,666
SFEB icon
748
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$78.9M
$226K 0.01%
9,907
-1,150
DFAE icon
749
Dimensional Emerging Core Equity Market ETF
DFAE
$7.19B
$226K 0.01%
7,164
-1,275
SHOC icon
750
Strive US Semiconductor ETF
SHOC
$137M
$225K 0.01%
3,600
28 29
30
31 32