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
PRN icon
801
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$385M
$184K 0.01%
948
-23
HPE icon
802
Hewlett Packard
HPE
$37.4B
$184K 0.01%
7,742
+17
LABU icon
803
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$489M
$184K 0.01%
1,109
-2
JHPI icon
804
John Hancock Preferred Income ETF
JHPI
$175M
$184K 0.01%
8,150
IXG icon
805
iShares Global Financials ETF
IXG
$545M
$183K 0.01%
1,608
SNDA icon
806
Sonida Senior Living
SNDA
$1.71B
$183K 0.01%
+5,679
ENTG icon
807
Entegris
ENTG
$23.7B
$183K 0.01%
1,562
+1
IFRA icon
808
iShares US Infrastructure ETF
IFRA
$3.82B
$183K 0.01%
3,195
-279
BFOR icon
809
Barron's 400 ETF
BFOR
$213M
$183K 0.01%
2,200
FEMS icon
810
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$264M
$182K 0.01%
3,987
+8
ARM icon
811
Arm
ARM
$249B
$182K 0.01%
1,200
SFEB icon
812
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$117M
$181K 0.01%
7,639
-737
DFEB icon
813
FT Vest US Equity Deep Buffer ETF February
DFEB
$455M
$181K 0.01%
3,822
-33,331
NET icon
814
Cloudflare
NET
$72.9B
$181K 0.01%
877
-23,794
STWD icon
815
Starwood Property Trust
STWD
$6.75B
$181K 0.01%
10,500
POCT icon
816
Innovator US Equity Power Buffer ETF October
POCT
$1.08B
$181K 0.01%
4,190
XIFR
817
XPLR Infrastructure LP
XIFR
$948M
$181K 0.01%
17,000
+1,000
PZA icon
818
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.98B
$180K 0.01%
7,821
-1
DAVE icon
819
Dave Inc
DAVE
$3.52B
$180K 0.01%
1,032
+523
UTG icon
820
Reaves Utility Income Fund
UTG
$3.86B
$178K 0.01%
4,539
-6
BK icon
821
Bank of New York Mellon
BK
$92B
$178K 0.01%
1,501
-278
JANP icon
822
PGIM US Large-Cap Buffer 12 ETF January
JANP
$41.9M
$178K 0.01%
+5,563
JANT icon
823
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$66.2M
$177K 0.01%
+4,414
LECO icon
824
Lincoln Electric
LECO
$14.3B
$176K 0.01%
708
NEAR icon
825
iShares Short Maturity Bond ETF
NEAR
$4.29B
$176K 0.01%
3,455
-451
31 32
33
34 35