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
SMMD icon
826
iShares Russell 2500 ETF
SMMD
$2.94B
$176K 0.01%
2,300
+35
CELH icon
827
Celsius Holdings
CELH
$8.89B
$174K 0.01%
4,916
+2,602
PXF icon
828
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.74B
$173K 0.01%
2,480
+120
RFG icon
829
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$337M
$173K 0.01%
3,155
+1
GPN icon
830
Global Payments
GPN
$18.7B
$173K 0.01%
2,567
-412
SUSA icon
831
iShares ESG Optimized MSCI USA ETF
SUSA
$3.8B
$172K 0.01%
1,305
FTA icon
832
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.29B
$172K 0.01%
1,864
+263
BBUS icon
833
JPMorgan BetaBuilders US Equity ETF
BBUS
$7.71B
$172K 0.01%
1,465
+190
DGX icon
834
Quest Diagnostics
DGX
$21.7B
$170K 0.01%
866
-45
EXG icon
835
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.84B
$169K 0.01%
19,492
+404
FNOV icon
836
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$169K 0.01%
3,161
-439
TMUS icon
837
T-Mobile US
TMUS
$209B
$168K 0.01%
802
-731
BLV icon
838
Vanguard Long-Term Bond ETF
BLV
$5.99B
$167K 0.01%
2,435
+39
PKG icon
839
Packaging Corp of America
PKG
$19B
$167K 0.01%
788
+95
DLR icon
840
Digital Realty Trust
DLR
$69.8B
$166K 0.01%
919
-265
ADP icon
841
Automatic Data Processing
ADP
$79.1B
$165K 0.01%
814
-146
UDOW icon
842
ProShares UltraPro Dow 30
UDOW
$835M
$165K 0.01%
3,290
-12,426
FSS icon
843
Federal Signal
FSS
$7.06B
$165K 0.01%
1,524
+45
SHLD icon
844
Global X Defense Tech ETF
SHLD
$7.99B
$162K 0.01%
2,287
+185
SMAY icon
845
FT Vest US Small Cap Moderate Buffer ETF May
SMAY
$88M
$161K 0.01%
6,116
SAUG icon
846
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$101M
$160K 0.01%
6,231
BLCR icon
847
BlackRock Large Cap Core ETF
BLCR
$4.97B
$159K 0.01%
+3,873
APMU icon
848
ActivePassive Intermediate Municipal Bond ETF
APMU
$221M
$159K 0.01%
6,379
-332
CRL icon
849
Charles River Laboratories
CRL
$8.38B
$158K 0.01%
917
+2
SPLV icon
850
Invesco S&P 500 Low Volatility ETF
SPLV
$7.29B
$158K 0.01%
2,162
-189
32 33
34
35 36