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
PYPL icon
826
PayPal
PYPL
$41.4B
$178K 0.01%
3,049
-23,954
LABU icon
827
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$527M
$177K 0.01%
1,111
+3
MAS icon
828
Masco
MAS
$12.9B
$176K 0.01%
2,780
+2,596
CF icon
829
CF Industries
CF
$16.9B
$176K 0.01%
2,274
+73
VITL icon
830
Vital Farms
VITL
$809M
$176K 0.01%
5,500
-1,800
GRNY
831
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.06B
$176K 0.01%
7,090
+500
BALL icon
832
Ball Corp
BALL
$16.5B
$175K 0.01%
3,299
+35
SYK icon
833
Stryker
SYK
$137B
$172K 0.01%
489
-212
PSIX
834
Power Solutions International
PSIX
$1.21B
$172K 0.01%
3,006
-1,319
GM icon
835
General Motors
GM
$67.7B
$171K 0.01%
2,097
-99
TM icon
836
Toyota
TM
$288B
$170K 0.01%
793
-11
SMMD icon
837
iShares Russell 2500 ETF
SMMD
$2.35B
$170K 0.01%
2,265
+1
LECO icon
838
Lincoln Electric
LECO
$14.6B
$170K 0.01%
708
PRN icon
839
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$326M
$170K 0.01%
971
+7
IGF icon
840
iShares Global Infrastructure ETF
IGF
$9.97B
$169K 0.01%
2,760
+40
VICI icon
841
VICI Properties
VICI
$31.3B
$169K 0.01%
6,001
+74
APMU icon
842
ActivePassive Intermediate Municipal Bond ETF
APMU
$221M
$168K 0.01%
6,711
+260
SPLV icon
843
Invesco S&P 500 Low Volatility ETF
SPLV
$8.22B
$168K 0.01%
2,351
-20
NVO icon
844
Novo Nordisk
NVO
$172B
$168K 0.01%
3,294
-1,111
FEMS icon
845
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$258M
$167K 0.01%
3,979
+18
GBIL icon
846
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.11B
$167K 0.01%
1,676
BLV icon
847
Vanguard Long-Term Bond ETF
BLV
$5.97B
$167K 0.01%
2,396
+40
UTG icon
848
Reaves Utility Income Fund
UTG
$3.68B
$166K 0.01%
4,545
+59
IXC icon
849
iShares Global Energy ETF
IXC
$2.23B
$166K 0.01%
3,963
-4
RFG icon
850
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$311M
$165K 0.01%
3,154
+2
32 33
34
35 36