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
NRK icon
926
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$912M
$124K ﹤0.01%
12,329
HBAN icon
927
Huntington Bancshares
HBAN
$31.8B
$124K ﹤0.01%
7,159
+828
ICLR icon
928
Icon
ICLR
$8B
$124K ﹤0.01%
678
FUTU icon
929
Futu Holdings
FUTU
$21.4B
$123K ﹤0.01%
750
+100
SILA
930
Sila Realty Trust
SILA
$1.38B
$123K ﹤0.01%
5,276
-18,061
SOXL icon
931
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$12.4B
$123K ﹤0.01%
2,926
DOW icon
932
Dow Inc
DOW
$24.5B
$122K ﹤0.01%
5,226
+912
KT icon
933
KT
KT
$10.7B
$122K ﹤0.01%
6,427
-176
WBD icon
934
Warner Bros
WBD
$69B
$121K ﹤0.01%
4,197
-9,283
HAUS icon
935
Residential REIT ETF
HAUS
$8.99M
$121K ﹤0.01%
6,800
DGS icon
936
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.71B
$120K ﹤0.01%
2,102
+240
WMS icon
937
Advanced Drainage Systems
WMS
$11.5B
$119K ﹤0.01%
821
-47
DG icon
938
Dollar General
DG
$32.1B
$118K ﹤0.01%
892
+213
BLDR icon
939
Builders FirstSource
BLDR
$10.2B
$117K ﹤0.01%
1,139
-337
AON icon
940
Aon
AON
$68.1B
$117K ﹤0.01%
331
+20
AGD
941
abrdn Global Dynamic Dividend Fund
AGD
$289M
$117K ﹤0.01%
10,019
+196
FXI icon
942
iShares China Large-Cap ETF
FXI
$6.06B
$117K ﹤0.01%
3,045
-367
LH icon
943
Labcorp
LH
$22.3B
$117K ﹤0.01%
465
-23
SYY icon
944
Sysco
SYY
$40.3B
$116K ﹤0.01%
1,578
-72
ESGE icon
945
iShares ESG Aware MSCI EM ETF
ESGE
$6.22B
$116K ﹤0.01%
2,621
+1,586
SRVR icon
946
Pacer Data & Infrastructure Real Estate ETF
SRVR
$373M
$116K ﹤0.01%
4,034
-58
KHC icon
947
Kraft Heinz
KHC
$27.4B
$115K ﹤0.01%
4,748
-336
CSX icon
948
CSX Corp
CSX
$75.3B
$115K ﹤0.01%
3,162
-46
ETHE
949
Grayscale Ethereum Staking ETF Shares
ETHE
$1.75B
$114K ﹤0.01%
4,684
-650
MCO icon
950
Moody's
MCO
$78.2B
$114K ﹤0.01%
223
+192
36 37
38
39 40