SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.94B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,514
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$16.1M
3
+$11.2M
4
AVGO icon
Broadcom
AVGO
+$10.7M
5
PWR icon
Quanta Services
PWR
+$10.4M

Top Sells

1
+$66.4M
2
+$22.9M
3
+$16.8M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$14.2M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$13.1M

Sector Composition

1 Technology 17.53%
2 Financials 5.5%
3 Communication Services 5.21%
4 Consumer Discretionary 4.86%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
76
Tesla
TSLA
$1.51T
$8.4M 0.29%
18,891
-2,842
EFV icon
77
iShares MSCI EAFE Value ETF
EFV
$27.3B
$8.35M 0.28%
123,109
+701
ADBE icon
78
Adobe
ADBE
$145B
$8.33M 0.28%
23,622
+10,901
IAU icon
79
iShares Gold Trust
IAU
$65.4B
$8.08M 0.28%
111,067
+13,151
TIP icon
80
iShares TIPS Bond ETF
TIP
$14.5B
$8.01M 0.27%
71,976
-1,003
MAGS icon
81
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.95B
$7.83M 0.27%
+120,692
XLU icon
82
State Street Utilities Select Sector SPDR ETF
XLU
$10.7B
$7.65M 0.26%
87,732
+795
IWB icon
83
iShares Russell 1000 ETF
IWB
$45.6B
$7.6M 0.26%
20,805
-148
SECT icon
84
Main Sector Rotation ETF
SECT
$2.44B
$7.26M 0.25%
115,212
-12,639
XLP icon
85
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.1B
$7.03M 0.24%
89,743
-37,855
PM icon
86
Philip Morris
PM
$230B
$7.02M 0.24%
43,288
+30,400
SPXL icon
87
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$6.25B
$6.91M 0.24%
32,628
-6,436
APH icon
88
Amphenol
APH
$171B
$6.9M 0.23%
55,783
+14,397
VTI icon
89
Vanguard Total Stock Market ETF
VTI
$567B
$6.86M 0.23%
20,902
-212
APUE icon
90
ActivePassive US Equity ETF
APUE
$2.18B
$6.82M 0.23%
167,282
+29,606
MELI icon
91
Mercado Libre
MELI
$105B
$6.79M 0.23%
2,906
+461
SCHW icon
92
Charles Schwab
SCHW
$167B
$6.42M 0.22%
67,229
+8,883
AXON icon
93
Axon Enterprise
AXON
$43.5B
$6.39M 0.22%
8,901
-46
IBIT icon
94
iShares Bitcoin Trust
IBIT
$69.4B
$6.38M 0.22%
98,213
+85,368
ONEQ icon
95
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.42B
$6.38M 0.22%
71,588
+2,309
SPYV icon
96
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.6B
$6.29M 0.21%
113,604
-5,844
TEL icon
97
TE Connectivity
TEL
$68.9B
$6.27M 0.21%
28,577
+27,726
VEEV icon
98
Veeva Systems
VEEV
$39.8B
$6.25M 0.21%
20,964
+20,669
RDVY icon
99
First Trust Rising Dividend Achievers ETF
RDVY
$18.5B
$6.17M 0.21%
91,744
+4,120
CDNS icon
100
Cadence Design Systems
CDNS
$91.9B
$6.16M 0.21%
17,544
+2,509
2 3
4
5 6