SWM

Spire Wealth Management Portfolio holdings

AUM $2.93B
1-Year Est. Return 26.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.93B
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,434
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$19.5M
3
+$8.64M
4
LRCX icon
Lam Research
LRCX
+$6.09M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$5.41M

Top Sells

1
+$7.52M
2
+$7.43M
3
+$6.64M
4
SHOP icon
Shopify
SHOP
+$6.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M

Sector Composition

1 Technology 16.61%
2 Communication Services 4.66%
3 Consumer Discretionary 4.53%
4 Financials 4.29%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVR icon
776
NVR
NVR
$17.8B
$198K 0.01%
30
-22
IYT icon
777
iShares US Transportation ETF
IYT
$1.81B
$197K 0.01%
2,640
+4
DMAY icon
778
FT Vest US Equity Deep Buffer ETF May
DMAY
$302M
$196K 0.01%
4,373
MET icon
779
MetLife
MET
$50.7B
$195K 0.01%
2,752
-371
EW icon
780
Edwards Lifesciences
EW
$48.5B
$194K 0.01%
2,424
-56
DLN icon
781
WisdomTree US LargeCap Dividend Fund
DLN
$5.93B
$194K 0.01%
2,168
WMB icon
782
Williams Companies
WMB
$88.3B
$194K 0.01%
2,660
+431
SMAX
783
iShares Large Cap Max Buffer Sep ETF
SMAX
$98.8M
$193K 0.01%
7,198
+2
SPOT icon
784
Spotify
SPOT
$107B
$193K 0.01%
398
-290
UAL icon
785
United Airlines
UAL
$30.2B
$192K 0.01%
2,083
-5
DIHP icon
786
Dimensional International High Profitability ETF
DIHP
$5.74B
$191K 0.01%
5,930
AIG icon
787
American International
AIG
$40.2B
$191K 0.01%
2,536
-97
HDB icon
788
HDFC Bank
HDB
$132B
$190K 0.01%
7,622
-44
PSCT icon
789
Invesco S&P SmallCap Information Technology ETF
PSCT
$430M
$189K 0.01%
3,150
OKLO
790
Oklo
OKLO
$12.3B
$189K 0.01%
3,815
+56
FAST icon
791
Fastenal
FAST
$51.3B
$189K 0.01%
4,075
+443
QTUM icon
792
Defiance Quantum ETF
QTUM
$4.08B
$188K 0.01%
1,755
+44
DWAS icon
793
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$408M
$188K 0.01%
1,910
DOW icon
794
Dow Inc
DOW
$27.9B
$186K 0.01%
4,476
-750
BALI icon
795
iShares U.S. Large Cap Premium Income Active ETF
BALI
$933M
$186K 0.01%
6,042
+3,205
TM icon
796
Toyota
TM
$251B
$186K 0.01%
902
+109
MHD icon
797
BlackRock MuniHoldings Fund
MHD
$617M
$186K 0.01%
16,472
+12,472
VICR icon
798
Vicor
VICR
$12.4B
$185K 0.01%
1,151
IGF icon
799
iShares Global Infrastructure ETF
IGF
$10.4B
$185K 0.01%
2,760
CVSA
800
Covista Inc
CVSA
$3.71B
$185K 0.01%
1,602
-500
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32
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