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
XYZ
951
Block Inc
XYZ
$42.9B
$102K ﹤0.01%
1,690
-21
APLD icon
952
Applied Digital
APLD
$10B
$101K ﹤0.01%
4,271
+946
AZO icon
953
AutoZone
AZO
$59B
$101K ﹤0.01%
30
-3
DVN icon
954
Devon Energy
DVN
$29.8B
$101K ﹤0.01%
2,011
+2
INDA icon
955
iShares MSCI India ETF
INDA
$6.33B
$101K ﹤0.01%
2,150
-700
ICLN icon
956
iShares Global Clean Energy ETF
ICLN
$2.4B
$101K ﹤0.01%
5,495
QBTS icon
957
D-Wave Quantum
QBTS
$6.84B
$99.9K ﹤0.01%
6,920
CGUI
958
Capital Group Ultra Short Income ETF
CGUI
$239M
$99.9K ﹤0.01%
3,950
-3,948
FXL icon
959
First Trust Technology AlphaDEX Fund
FXL
$1.5B
$99.5K ﹤0.01%
626
RPM icon
960
RPM International
RPM
$13.4B
$99.4K ﹤0.01%
1,000
MQY icon
961
BlackRock MuniYield Quality Fund
MQY
$822M
$98.8K ﹤0.01%
9,000
INVH icon
962
Invitation Homes
INVH
$16.3B
$98.4K ﹤0.01%
3,959
-10
EFC
963
Ellington Financial
EFC
$1.64B
$98.4K ﹤0.01%
8,300
-50
IDXX icon
964
Idexx Laboratories
IDXX
$44.9B
$97.8K ﹤0.01%
174
-1,943
ACWI icon
965
iShares MSCI ACWI ETF
ACWI
$31.1B
$97.3K ﹤0.01%
703
ENSG icon
966
The Ensign Group
ENSG
$11B
$97K ﹤0.01%
481
+169
WPC icon
967
W.P. Carey
WPC
$16B
$96.9K ﹤0.01%
1,426
-220
GSK icon
968
GSK
GSK
$109B
$96.7K ﹤0.01%
1,753
-514
HYT icon
969
BlackRock Corporate High Yield Fund
HYT
$1.4B
$96.6K ﹤0.01%
11,340
+277
NNN icon
970
NNN REIT
NNN
$8.35B
$96.6K ﹤0.01%
2,298
+975
WGS icon
971
GeneDx Holdings
WGS
$2.01B
$96.3K ﹤0.01%
1,500
-200
IRMD icon
972
iRadimed
IRMD
$1.13B
$96.3K ﹤0.01%
1,000
SPXC icon
973
SPX Corp
SPXC
$11.2B
$96K ﹤0.01%
480
IMO icon
974
Imperial Oil
IMO
$60.1B
$95.8K ﹤0.01%
733
-36
XSD icon
975
State Street SPDR S&P Semiconductor ETF
XSD
$2.38B
$95.3K ﹤0.01%
292
37 38
39
40 41