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
DECK icon
776
Deckers Outdoor
DECK
$14.9B
$214K 0.01%
2,064
+1,544
LAMR icon
777
Lamar Advertising Co
LAMR
$13.8B
$213K 0.01%
1,681
+602
EW icon
778
Edwards Lifesciences
EW
$49.8B
$211K 0.01%
2,480
+53
CL icon
779
Colgate-Palmolive
CL
$74.1B
$210K 0.01%
2,652
-79
COIN icon
780
Coinbase
COIN
$51.9B
$210K 0.01%
927
-4,053
APO icon
781
Apollo Global Management
APO
$62.5B
$208K 0.01%
1,439
-1,767
BK icon
782
Bank of New York Mellon
BK
$79.4B
$207K 0.01%
1,779
-1,550
HNDL icon
783
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$641M
$206K 0.01%
9,367
-5,441
ETR icon
784
Entergy
ETR
$47.5B
$206K 0.01%
2,229
+394
SPGM icon
785
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.45B
$206K 0.01%
2,685
-688
FSK icon
786
FS KKR Capital
FSK
$2.96B
$204K 0.01%
13,764
+2,796
HPF
787
John Hancock Preferred Income Fund II
HPF
$343M
$202K 0.01%
12,565
+181
QTEC icon
788
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.83B
$201K 0.01%
873
-14
SIXG
789
Defiance Connective Technologies ETF
SIXG
$702M
$200K 0.01%
3,139
-248
CGUI
790
Capital Group Ultra Short Income ETF
CGUI
$195M
$200K 0.01%
+7,898
PSX icon
791
Phillips 66
PSX
$65.1B
$200K 0.01%
1,548
-144
NEAR icon
792
iShares Short Maturity Bond ETF
NEAR
$4.17B
$200K 0.01%
3,906
+2,000
AFRM icon
793
Affirm
AFRM
$16.6B
$200K 0.01%
2,681
+23
PSI icon
794
Invesco Semiconductors ETF
PSI
$1.25B
$200K 0.01%
2,530
CG icon
795
Carlyle Group
CG
$17.3B
$199K 0.01%
3,370
-1,279
NTR icon
796
Nutrien
NTR
$36.6B
$199K 0.01%
3,221
+22
DMAY icon
797
FT Vest US Equity Deep Buffer ETF May
DMAY
$297M
$198K 0.01%
4,373
FNOV icon
798
FT Vest US Equity Buffer ETF November
FNOV
$1.15B
$197K 0.01%
3,600
-500
SFEB icon
799
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$103M
$197K 0.01%
8,376
-1,531
IYT icon
800
iShares US Transportation ETF
IYT
$1.13B
$196K 0.01%
2,636
+3
30 31
32
33 34