SWM

Spire Wealth Management Portfolio holdings

AUM $2.99B
1-Year Est. Return 23.47%
This Fund
S&P 500
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
+$7.19M
2
+$6.6M
3
+$6.12M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$5.69M
5
CTSH icon
Cognizant
CTSH
+$5.43M

Top Sells

1
+$46.4M
2
+$7.91M
3
+$7.15M
4
MELI icon
Mercado Libre
MELI
+$5.55M
5
VEEV icon
Veeva Systems
VEEV
+$5.44M

Sector Composition

1 Technology 17.66%
2 Financials 5.28%
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
VLTO icon
751
Veralto
VLTO
$22.7B
$242K 0.01%
2,426
-9,885
WDAY icon
752
Workday
WDAY
$37.5B
$242K 0.01%
1,127
-90
FEZ icon
753
State Street SPDR EURO STOXX 50 ETF
FEZ
$5B
$240K 0.01%
3,731
+394
TD icon
754
Toronto Dominion Bank
TD
$161B
$237K 0.01%
2,520
-590
KBWB icon
755
Invesco KBW Bank ETF
KBWB
$5.26B
$237K 0.01%
2,813
+2,200
DMAR icon
756
FT Vest US Equity Deep Buffer ETF March
DMAR
$381M
$236K 0.01%
5,668
-235
GRID icon
757
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.86B
$236K 0.01%
1,539
+1,419
USD icon
758
ProShares Ultra Semiconductors
USD
$1.73B
$234K 0.01%
4,447
+5
UAL icon
759
United Airlines
UAL
$29.5B
$233K 0.01%
2,088
+13
UPRO icon
760
ProShares UltraPro S&P 500
UPRO
$4.4B
$232K 0.01%
2,007
-198
GMAR icon
761
FT Vest US Equity Moderate Buffer ETF March
GMAR
$348M
$232K 0.01%
5,666
GPN icon
762
Global Payments
GPN
$20.6B
$231K 0.01%
2,979
-913
PSEP icon
763
Innovator US Equity Power Buffer ETF September
PSEP
$843M
$228K 0.01%
5,224
CACI icon
764
CACI
CACI
$13.1B
$228K 0.01%
428
AIG icon
765
American International
AIG
$41.9B
$225K 0.01%
2,633
-959
CME icon
766
CME Group
CME
$110B
$223K 0.01%
817
+35
WGS icon
767
GeneDx Holdings
WGS
$2.6B
$221K 0.01%
+1,700
GJUL icon
768
FT Vest US Equity Moderate Buffer ETF July
GJUL
$393M
$221K 0.01%
5,345
BP icon
769
BP
BP
$102B
$219K 0.01%
6,314
-1,396
GL icon
770
Globe Life
GL
$11.2B
$219K 0.01%
1,563
LULU icon
771
lululemon athletica
LULU
$19.5B
$218K 0.01%
1,051
+304
CVSA
772
Covista Inc.
CVSA
$3.49B
$217K 0.01%
2,102
-298
NN icon
773
NextNav
NN
$2.2B
$216K 0.01%
13,000
POWL icon
774
Powell Industries
POWL
$6.43B
$216K 0.01%
678
-85
ZNOV
775
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$125M
$214K 0.01%
8,028
+3
29 30
31
32 33